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
1976
$23.5K ﹤0.01%
2,800
+1,300
1977
$23.4K ﹤0.01%
245
-353
1978
$23.4K ﹤0.01%
1,272
+137
1979
$23.4K ﹤0.01%
535
1980
$23.3K ﹤0.01%
590
-1,572
1981
$23.3K ﹤0.01%
763
+39
1982
$23.3K ﹤0.01%
1,184
-2,997
1983
$23.3K ﹤0.01%
896
-190
1984
$23.2K ﹤0.01%
935
+58
1985
$23.2K ﹤0.01%
359
-385
1986
$23.2K ﹤0.01%
607
+11
1987
$23.2K ﹤0.01%
1,097
+642
1988
$23.2K ﹤0.01%
266
1989
$23.1K ﹤0.01%
459
+10
1990
$23.1K ﹤0.01%
9,213
+49
1991
$23.1K ﹤0.01%
324
1992
$23.1K ﹤0.01%
965
+866
1993
$23.1K ﹤0.01%
4,174
+856
1994
$23.1K ﹤0.01%
597
-983
1995
$23K ﹤0.01%
1,405
+1,054
1996
$23K ﹤0.01%
71
+19
1997
$22.9K ﹤0.01%
321
+31
1998
$22.8K ﹤0.01%
738
+645
1999
$22.7K ﹤0.01%
288
2000
$22.6K ﹤0.01%
1,017
+87
78 79
80
81 82