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
1626
$45.7K ﹤0.01%
113
-2
1627
$45.6K ﹤0.01%
528
-121
1628
$45.5K ﹤0.01%
8,870
+2,898
1629
$45.5K ﹤0.01%
475
-58
1630
$45.5K ﹤0.01%
415
-206
1631
$45.4K ﹤0.01%
2,598
+117
1632
$45.4K ﹤0.01%
1,266
1633
$45.3K ﹤0.01%
500
1634
$45K ﹤0.01%
240
+10
1635
$44.9K ﹤0.01%
784
-73
1636
$44.7K ﹤0.01%
1,374
1637
$44.7K ﹤0.01%
1,454
-35
1638
$44.6K ﹤0.01%
+4,092
1639
$44.6K ﹤0.01%
329
+35
1640
$44.3K ﹤0.01%
2,376
-574
1641
$44.2K ﹤0.01%
333
+49
1642
$44.2K ﹤0.01%
973
+89
1643
$44.1K ﹤0.01%
6,048
-8,678
1644
$44K ﹤0.01%
605
+279
1645
$44K ﹤0.01%
769
-595
1646
$44K ﹤0.01%
1,766
-349
1647
$43.9K ﹤0.01%
1,578
1648
$43.8K ﹤0.01%
1,507
-86
1649
$43.6K ﹤0.01%
1,517
+164
1650
$43.6K ﹤0.01%
516