S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
151
$2.39M 0.05%
26,958
-2,906
152
$2.39M 0.05%
33,106
+1,276
153
$2.39M 0.05%
78,725
+4,178
154
$2.34M 0.04%
4,102
+153
155
$2.33M 0.04%
12,778
-790
156
$2.31M 0.04%
5,442
+147
157
$2.28M 0.04%
32,870
-233
158
$2.23M 0.04%
7,618
+283
159
$2.19M 0.04%
138,950
+10,795
160
$2.18M 0.04%
25,705
+842
161
$2.13M 0.04%
92,103
-2,598
162
$2.13M 0.04%
49,017
-1,387
163
$2.12M 0.04%
4,468
+44
164
$2.11M 0.04%
79,623
-37,464
165
$2.11M 0.04%
23,125
-3,311
166
$2.1M 0.04%
16,339
-135
167
$2.09M 0.04%
591,357
-6,899
168
$2.08M 0.04%
+89,351
169
$2.08M 0.04%
+54,072
170
$2.04M 0.04%
22,062
+1,062
171
$2.03M 0.04%
5,049
-100
172
$2.02M 0.04%
9,490
-118
173
$2M 0.04%
62,724
+2,566
174
$2M 0.04%
8,083
+127
175
$1.99M 0.04%
36,499
+231
5 6
7
8 9