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
1701
$38.7K ﹤0.01%
1,006
-105
1702
$38.7K ﹤0.01%
163
+22
1703
$38.7K ﹤0.01%
13,437
-3,234
1704
$38.6K ﹤0.01%
491
+19
1705
$38.6K ﹤0.01%
220
+13
1706
$38.5K ﹤0.01%
864
-684
1707
$38.5K ﹤0.01%
7,242
+68
1708
$38.3K ﹤0.01%
1,838
1709
$38.3K ﹤0.01%
+627
1710
$38.2K ﹤0.01%
255
1711
$38.1K ﹤0.01%
580
1712
$38.1K ﹤0.01%
2,363
1713
$38K ﹤0.01%
1,078
1714
$37.9K ﹤0.01%
560
-15
1715
$37.9K ﹤0.01%
884
+121
1716
$37.8K ﹤0.01%
500
1717
$37.8K ﹤0.01%
2,587
+756
1718
$37.7K ﹤0.01%
1,860
-317
1719
$37.7K ﹤0.01%
3,309
1720
$37.5K ﹤0.01%
475
1721
$37.5K ﹤0.01%
554
-31
1722
$37.5K ﹤0.01%
1,175
+918
1723
$37.4K ﹤0.01%
542
+99
1724
$37K ﹤0.01%
543
1725
$36.9K ﹤0.01%
123
+6
67 68
69
70 71