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
1801
$32.3K ﹤0.01%
480
+94
1802
$32.3K ﹤0.01%
301
1803
$32.2K ﹤0.01%
235
+2
1804
$32.2K ﹤0.01%
1,450
+682
1805
$32.2K ﹤0.01%
1,952
1806
$32.1K ﹤0.01%
496
-44
1807
$32K ﹤0.01%
337
-1
1808
$31.9K ﹤0.01%
1,890
-69
1809
$31.9K ﹤0.01%
10,641
-2,471
1810
$31.9K ﹤0.01%
171
+5
1811
$31.9K ﹤0.01%
99
-69
1812
$31.9K ﹤0.01%
1,088
1813
$31.8K ﹤0.01%
251
1814
$31.8K ﹤0.01%
195
+1
1815
$31.7K ﹤0.01%
1,993
+342
1816
$31.6K ﹤0.01%
240
-163
1817
$31.6K ﹤0.01%
12,935
+8,250
1818
$31.5K ﹤0.01%
1,671
1819
$31.4K ﹤0.01%
1,000
1820
$31.4K ﹤0.01%
9,176
-1,591
1821
$31.3K ﹤0.01%
298
+1
1822
$31.2K ﹤0.01%
1,755
+418
1823
$31.2K ﹤0.01%
2,956
+144
1824
$31.2K ﹤0.01%
657
1825
$31K ﹤0.01%
2,074
+23
71 72
73
74 75