S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.27B
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$9.56M
2 +$8.43M
3 +$6.1M
4
BND icon
Vanguard Total Bond Market
BND
+$4.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.95M

Top Sells

1 +$8.5M
2 +$7.91M
3 +$5.97M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.47M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.74M

Sector Composition

1 Technology 10.09%
2 Consumer Discretionary 4.46%
3 Financials 4.41%
4 Healthcare 2.8%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$53.2K ﹤0.01%
7,510
-1,303
1552
$53.1K ﹤0.01%
2,198
-3
1553
$53.1K ﹤0.01%
1,900
1554
$52.8K ﹤0.01%
+13,687
1555
$52.6K ﹤0.01%
494
1556
$52.5K ﹤0.01%
760
-33
1557
$52.1K ﹤0.01%
518
-28
1558
$52K ﹤0.01%
715
+54
1559
$52K ﹤0.01%
2,233
+1
1560
$51.9K ﹤0.01%
3,000
1561
$51.9K ﹤0.01%
2,376
-119
1562
$51.8K ﹤0.01%
462
-14
1563
$51.8K ﹤0.01%
+4,648
1564
$51.8K ﹤0.01%
19,705
+3,688
1565
$51.6K ﹤0.01%
4,265
-172
1566
$51.2K ﹤0.01%
4,989
-4,568
1567
$50.9K ﹤0.01%
751
+24
1568
$50.9K ﹤0.01%
1,133
-75
1569
$50.9K ﹤0.01%
1,314
+139
1570
$50.8K ﹤0.01%
1,276
-286
1571
$50.8K ﹤0.01%
3,977
1572
$50.6K ﹤0.01%
1,743
-40
1573
$50.5K ﹤0.01%
380
+26
1574
$50.3K ﹤0.01%
1,372
+248
1575
$50.3K ﹤0.01%
6,689
+384