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
1576
$50.2K ﹤0.01%
1,248
-103
1577
$50.2K ﹤0.01%
928
+115
1578
$50.1K ﹤0.01%
1,100
1579
$50K ﹤0.01%
1,046
1580
$49.9K ﹤0.01%
5,806
+60
1581
$49.8K ﹤0.01%
5,586
+158
1582
$49.5K ﹤0.01%
937
+93
1583
$49.5K ﹤0.01%
1,061
+278
1584
$49.4K ﹤0.01%
439
+2
1585
$49.1K ﹤0.01%
2,467
+211
1586
$49.1K ﹤0.01%
404
+7
1587
$49K ﹤0.01%
3,084
+500
1588
$49K ﹤0.01%
2,999
+77
1589
$49K ﹤0.01%
2,039
+10
1590
$48.9K ﹤0.01%
2,376
-41
1591
$48.9K ﹤0.01%
198
-1
1592
$48.8K ﹤0.01%
5,207
1593
$48.8K ﹤0.01%
1,858
-11
1594
$48.7K ﹤0.01%
10,757
-1,054
1595
$48.7K ﹤0.01%
3,495
1596
$48.7K ﹤0.01%
3,198
-894
1597
$48.7K ﹤0.01%
1,308
-149
1598
$48.5K ﹤0.01%
6,036
+2
1599
$48.5K ﹤0.01%
1,222
+1,004
1600
$48.4K ﹤0.01%
622
-93