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
1676
$41.6K ﹤0.01%
2,704
-1,781
1677
$41.4K ﹤0.01%
3,524
-750
1678
$41.4K ﹤0.01%
317
-69
1679
$41.4K ﹤0.01%
2,146
-36
1680
$41.3K ﹤0.01%
1,802
-77
1681
$41.1K ﹤0.01%
698
-19
1682
$41K ﹤0.01%
133
-6
1683
$41K ﹤0.01%
13,622
-5,117
1684
$41K ﹤0.01%
4,705
+76
1685
$41K ﹤0.01%
221
-49
1686
$40.9K ﹤0.01%
2,707
-1,417
1687
$40.9K ﹤0.01%
12,385
+1,149
1688
$40.3K ﹤0.01%
1,183
-221
1689
$40.1K ﹤0.01%
336
-15
1690
$39.9K ﹤0.01%
18,753
-275
1691
$39.7K ﹤0.01%
300
+37
1692
$39.7K ﹤0.01%
3,835
-7,755
1693
$39.7K ﹤0.01%
1,024
+164
1694
$39.7K ﹤0.01%
424
+38
1695
$39.6K ﹤0.01%
2,476
1696
$39.5K ﹤0.01%
260
-152
1697
$39.5K ﹤0.01%
2,096
-268
1698
$39.2K ﹤0.01%
255
-1
1699
$38.9K ﹤0.01%
1,785
-945
1700
$38.9K ﹤0.01%
415
-88
66 67
68
69 70