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
1926
$25.8K ﹤0.01%
+1,500
1927
$25.8K ﹤0.01%
1,794
+1,452
1928
$25.7K ﹤0.01%
824
-2
1929
$25.7K ﹤0.01%
649
1930
$25.6K ﹤0.01%
2,501
1931
$25.4K ﹤0.01%
364
+173
1932
$25.4K ﹤0.01%
+3,818
1933
$25.4K ﹤0.01%
308
+150
1934
$25.3K ﹤0.01%
4,431
-51
1935
$25.3K ﹤0.01%
176
-186
1936
$25.3K ﹤0.01%
703
-100
1937
$25.2K ﹤0.01%
557
+85
1938
$25.2K ﹤0.01%
347
+22
1939
$25.2K ﹤0.01%
+1,500
1940
$25.2K ﹤0.01%
461
1941
$25.2K ﹤0.01%
187
+7
1942
$25.2K ﹤0.01%
166
+111
1943
$25.1K ﹤0.01%
464
+30
1944
$25.1K ﹤0.01%
162
-6
1945
$25.1K ﹤0.01%
1,455
+1,355
1946
$25.1K ﹤0.01%
151
1947
$25.1K ﹤0.01%
675
-177
1948
$25K ﹤0.01%
224
+69
1949
$24.9K ﹤0.01%
677
+34
1950
$24.7K ﹤0.01%
456
76 77
78
79 80