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
1776
$33.6K ﹤0.01%
1,114
-2,535
1777
$33.6K ﹤0.01%
485
-15
1778
$33.5K ﹤0.01%
1,107
+2
1779
$33.5K ﹤0.01%
627
+15
1780
$33.5K ﹤0.01%
6,484
-3,086
1781
$33.4K ﹤0.01%
719
-73
1782
$33.4K ﹤0.01%
495
-21
1783
$33.4K ﹤0.01%
998
-747
1784
$33.3K ﹤0.01%
1,581
-143
1785
$33.2K ﹤0.01%
949
+584
1786
$33.1K ﹤0.01%
1,323
-52
1787
$33.1K ﹤0.01%
309
1788
$33K ﹤0.01%
702
-165
1789
$32.7K ﹤0.01%
286
+80
1790
$32.7K ﹤0.01%
612
-82
1791
$32.7K ﹤0.01%
336
-20
1792
$32.7K ﹤0.01%
4,888
+492
1793
$32.7K ﹤0.01%
500
1794
$32.6K ﹤0.01%
317
+23
1795
$32.6K ﹤0.01%
152
+3
1796
$32.6K ﹤0.01%
521
1797
$32.5K ﹤0.01%
336
+4
1798
$32.4K ﹤0.01%
2,310
-1,655
1799
$32.4K ﹤0.01%
350
1800
$32.3K ﹤0.01%
1,000
70 71
72
73 74