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
1751
$35.1K ﹤0.01%
835
-40
1752
$35K ﹤0.01%
1,777
-8
1753
$35K ﹤0.01%
3,391
1754
$34.9K ﹤0.01%
4,000
1755
$34.9K ﹤0.01%
636
-6
1756
$34.8K ﹤0.01%
952
-7
1757
$34.7K ﹤0.01%
892
-168
1758
$34.7K ﹤0.01%
411
1759
$34.7K ﹤0.01%
1,394
+148
1760
$34.6K ﹤0.01%
176
+4
1761
$34.5K ﹤0.01%
600
+64
1762
$34.5K ﹤0.01%
+4,901
1763
$34.5K ﹤0.01%
374
+3
1764
$34.4K ﹤0.01%
492
-819
1765
$34.4K ﹤0.01%
460
1766
$34.4K ﹤0.01%
2,907
1767
$34.4K ﹤0.01%
961
1768
$34.3K ﹤0.01%
499
+1
1769
$33.9K ﹤0.01%
1,500
1770
$33.9K ﹤0.01%
144
+88
1771
$33.8K ﹤0.01%
488
1772
$33.8K ﹤0.01%
596
-35
1773
$33.8K ﹤0.01%
2,883
+402
1774
$33.7K ﹤0.01%
520
-108
1775
$33.7K ﹤0.01%
505
69 70
71
72 73