S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
176
$1.96M 0.04%
11,063
+2,091
177
$1.96M 0.04%
89,260
+1,776
178
$1.94M 0.04%
3,052
+79
179
$1.9M 0.04%
31,433
-2,124
180
$1.89M 0.04%
44,595
+3,878
181
$1.89M 0.04%
120,473
+1,375
182
$1.88M 0.04%
22,357
+778
183
$1.88M 0.04%
25,410
+1,474
184
$1.87M 0.04%
17,361
+1,035
185
$1.84M 0.03%
38,200
+853
186
$1.84M 0.03%
5,412
+45
187
$1.81M 0.03%
1,761
-2
188
$1.79M 0.03%
8,525
-103
189
$1.79M 0.03%
28,111
190
$1.79M 0.03%
25,381
-517
191
$1.77M 0.03%
12,686
-270
192
$1.77M 0.03%
22,380
-810
193
$1.76M 0.03%
3,618
-174
194
$1.75M 0.03%
38,564
+2,255
195
$1.75M 0.03%
9,976
-45
196
$1.75M 0.03%
351
+35
197
$1.72M 0.03%
8,511
+49
198
$1.72M 0.03%
35,124
+2,816
199
$1.7M 0.03%
26,709
-1,822
200
$1.69M 0.03%
9,499
+337
6 7
8
9 10