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
1901
$27K ﹤0.01%
757
+99
1902
$26.9K ﹤0.01%
546
1903
$26.8K ﹤0.01%
1,000
-328
1904
$26.8K ﹤0.01%
1,107
+47
1905
$26.7K ﹤0.01%
1,686
-2,150
1906
$26.7K ﹤0.01%
423
+223
1907
$26.7K ﹤0.01%
10,753
-885
1908
$26.6K ﹤0.01%
796
-260
1909
$26.5K ﹤0.01%
179
-16
1910
$26.4K ﹤0.01%
1,200
1911
$26.4K ﹤0.01%
108
+17
1912
$26.4K ﹤0.01%
661
+463
1913
$26.3K ﹤0.01%
311
+1
1914
$26.3K ﹤0.01%
342
+29
1915
$26.3K ﹤0.01%
158
-20
1916
$26.3K ﹤0.01%
1,273
+41
1917
$26.3K ﹤0.01%
803
+6
1918
$26.2K ﹤0.01%
1,317
+768
1919
$26.1K ﹤0.01%
1,240
-27
1920
$26.1K ﹤0.01%
4,476
+721
1921
$26K ﹤0.01%
6,809
+3,385
1922
$26K ﹤0.01%
7,807
+1,701
1923
$25.9K ﹤0.01%
6,011
+97
1924
$25.9K ﹤0.01%
1,731
1925
$25.9K ﹤0.01%
400
75 76
77
78 79