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
1601
$48.4K ﹤0.01%
1,760
1602
$48.3K ﹤0.01%
104
+1
1603
$48.3K ﹤0.01%
2,892
+333
1604
$48.3K ﹤0.01%
1,727
+99
1605
$48.2K ﹤0.01%
462
-91
1606
$48.1K ﹤0.01%
576
+38
1607
$48.1K ﹤0.01%
2,041
-178
1608
$47.7K ﹤0.01%
1,583
-381
1609
$47.6K ﹤0.01%
+4,079
1610
$47.4K ﹤0.01%
2,249
-649
1611
$47.3K ﹤0.01%
5,259
+1,997
1612
$47.2K ﹤0.01%
814
-68
1613
$47.2K ﹤0.01%
454
+57
1614
$47.1K ﹤0.01%
383
+9
1615
$46.8K ﹤0.01%
1,114
-17
1616
$46.8K ﹤0.01%
566
+3
1617
$46.8K ﹤0.01%
759
+162
1618
$46.8K ﹤0.01%
1,361
1619
$46.7K ﹤0.01%
702
-1
1620
$46.7K ﹤0.01%
5,150
+237
1621
$46.5K ﹤0.01%
8,460
+2,870
1622
$46.4K ﹤0.01%
1,616
-34
1623
$46.3K ﹤0.01%
846
-47
1624
$46.1K ﹤0.01%
437
-3
1625
$46.1K ﹤0.01%
1,449
+269
63 64
65
66 67