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
1951
$24.7K ﹤0.01%
417
-15
1952
$24.6K ﹤0.01%
+1,611
1953
$24.5K ﹤0.01%
940
+46
1954
$24.5K ﹤0.01%
427
+75
1955
$24.5K ﹤0.01%
479
1956
$24.5K ﹤0.01%
281
-22
1957
$24.5K ﹤0.01%
238
1958
$24.5K ﹤0.01%
691
-566
1959
$24.4K ﹤0.01%
225
1960
$24.4K ﹤0.01%
254
+17
1961
$24.3K ﹤0.01%
573
+108
1962
$24.3K ﹤0.01%
239
+118
1963
$24.2K ﹤0.01%
+1,856
1964
$24.1K ﹤0.01%
2,073
+1,752
1965
$24K ﹤0.01%
3,379
-298
1966
$23.8K ﹤0.01%
2,008
1967
$23.8K ﹤0.01%
2,674
+28
1968
$23.8K ﹤0.01%
873
+72
1969
$23.7K ﹤0.01%
167
-24
1970
$23.7K ﹤0.01%
124
-81
1971
$23.7K ﹤0.01%
1,668
+1,637
1972
$23.6K ﹤0.01%
128
+119
1973
$23.6K ﹤0.01%
700
-201
1974
$23.5K ﹤0.01%
+450
1975
$23.5K ﹤0.01%
1,291
-11
77 78
79
80 81