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
1826
$30.8K ﹤0.01%
7,886
-8,203
1827
$30.8K ﹤0.01%
617
+1
1828
$30.8K ﹤0.01%
2,838
-110
1829
$30.7K ﹤0.01%
164
+19
1830
$30.7K ﹤0.01%
436
+239
1831
$30.7K ﹤0.01%
8,433
1832
$30.7K ﹤0.01%
687
+287
1833
$30.6K ﹤0.01%
394
+54
1834
$30.6K ﹤0.01%
4,113
-1,294
1835
$30.5K ﹤0.01%
3,298
-6,772
1836
$30.5K ﹤0.01%
2,013
1837
$30.4K ﹤0.01%
2,150
-2,058
1838
$30.4K ﹤0.01%
1,116
+7
1839
$30.4K ﹤0.01%
1,112
+134
1840
$30.2K ﹤0.01%
97
+13
1841
$30.2K ﹤0.01%
729
+88
1842
$30.2K ﹤0.01%
572
+56
1843
$30.2K ﹤0.01%
1,570
+905
1844
$30.1K ﹤0.01%
5,862
-15,657
1845
$30.1K ﹤0.01%
883
-237
1846
$30K ﹤0.01%
510
-490
1847
$30K ﹤0.01%
299
-101
1848
$30K ﹤0.01%
422
-526
1849
$29.8K ﹤0.01%
589
1850
$29.8K ﹤0.01%
475
-146
72 73
74
75 76