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
1726
$36.9K ﹤0.01%
2,583
1727
$36.9K ﹤0.01%
3,905
1728
$36.8K ﹤0.01%
318
+20
1729
$36.7K ﹤0.01%
1,231
-48
1730
$36.5K ﹤0.01%
326
+2
1731
$36.3K ﹤0.01%
257
+16
1732
$36.3K ﹤0.01%
230
+5
1733
$36.3K ﹤0.01%
2,688
+415
1734
$36.1K ﹤0.01%
+3,403
1735
$36.1K ﹤0.01%
3,867
-669
1736
$36K ﹤0.01%
1,272
+219
1737
$36K ﹤0.01%
596
+1
1738
$35.8K ﹤0.01%
877
+12
1739
$35.8K ﹤0.01%
323
-67
1740
$35.8K ﹤0.01%
378
+45
1741
$35.7K ﹤0.01%
720
+92
1742
$35.5K ﹤0.01%
315
+283
1743
$35.5K ﹤0.01%
1,414
1744
$35.5K ﹤0.01%
2,191
+211
1745
$35.4K ﹤0.01%
339
1746
$35.3K ﹤0.01%
2,085
-1,430
1747
$35.2K ﹤0.01%
852
1748
$35.2K ﹤0.01%
647
-35
1749
$35.1K ﹤0.01%
230
-3
1750
$35.1K ﹤0.01%
2,511
68 69
70
71 72