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
1876
$28.3K ﹤0.01%
502
-60
1877
$28.2K ﹤0.01%
672
+6
1878
$28.2K ﹤0.01%
196
+124
1879
$28.2K ﹤0.01%
60
-7
1880
$28.1K ﹤0.01%
563
-162
1881
$28.1K ﹤0.01%
1,211
+1,005
1882
$28.1K ﹤0.01%
570
1883
$28K ﹤0.01%
415
+90
1884
$28K ﹤0.01%
+359
1885
$27.9K ﹤0.01%
2,204
1886
$27.9K ﹤0.01%
1,875
+70
1887
$27.9K ﹤0.01%
212
-46
1888
$27.8K ﹤0.01%
329
1889
$27.8K ﹤0.01%
626
-15
1890
$27.8K ﹤0.01%
2,437
-336
1891
$27.8K ﹤0.01%
344
+26
1892
$27.6K ﹤0.01%
122
+14
1893
$27.5K ﹤0.01%
2,078
-1,745
1894
$27.5K ﹤0.01%
866
1895
$27.4K ﹤0.01%
2,122
+104
1896
$27.3K ﹤0.01%
484
+17
1897
$27.3K ﹤0.01%
14,388
+8,467
1898
$27.1K ﹤0.01%
533
+124
1899
$27.1K ﹤0.01%
2,407
1900
$27K ﹤0.01%
4,507
74 75
76
77 78