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
1651
$43.6K ﹤0.01%
9,198
1652
$43.5K ﹤0.01%
1,050
1653
$43.5K ﹤0.01%
6,347
1654
$43.2K ﹤0.01%
216
-50
1655
$43.2K ﹤0.01%
49,098
1656
$43.1K ﹤0.01%
409
1657
$43.1K ﹤0.01%
6,344
+89
1658
$43K ﹤0.01%
+2,600
1659
$43K ﹤0.01%
+4,361
1660
$42.9K ﹤0.01%
306
+12
1661
$42.9K ﹤0.01%
1,268
-43
1662
$42.8K ﹤0.01%
3,168
1663
$42.8K ﹤0.01%
143
+2
1664
$42.7K ﹤0.01%
1,022
1665
$42.6K ﹤0.01%
1,215
1666
$42.6K ﹤0.01%
341
1667
$42.5K ﹤0.01%
1,046
+10
1668
$42.4K ﹤0.01%
230
+2
1669
$42.4K ﹤0.01%
199
1670
$42.3K ﹤0.01%
698
-6
1671
$42.3K ﹤0.01%
957
+120
1672
$42K ﹤0.01%
555
+12
1673
$42K ﹤0.01%
815
+49
1674
$41.9K ﹤0.01%
4,445
1675
$41.6K ﹤0.01%
1,531
-521