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
2001
$22.5K ﹤0.01%
251
+91
2002
$22.5K ﹤0.01%
+502
2003
$22.5K ﹤0.01%
792
+20
2004
$22.4K ﹤0.01%
2,589
-2,820
2005
$22.4K ﹤0.01%
571
+334
2006
$22.3K ﹤0.01%
824
+17
2007
$22.3K ﹤0.01%
1,179
+83
2008
$22.3K ﹤0.01%
912
2009
$22.1K ﹤0.01%
2,807
-107
2010
$22.1K ﹤0.01%
1,104
2011
$22K ﹤0.01%
575
2012
$22K ﹤0.01%
919
+105
2013
$21.8K ﹤0.01%
464
-55
2014
$21.7K ﹤0.01%
164
2015
$21.7K ﹤0.01%
637
+180
2016
$21.6K ﹤0.01%
411
-15
2017
$21.6K ﹤0.01%
218
-72
2018
$21.6K ﹤0.01%
1,906
+67
2019
$21.6K ﹤0.01%
124
2020
$21.6K ﹤0.01%
455
-2,357
2021
$21.6K ﹤0.01%
188
-74
2022
$21.5K ﹤0.01%
1,638
-13
2023
$21.5K ﹤0.01%
8,422
2024
$21.4K ﹤0.01%
2,706
2025
$21.4K ﹤0.01%
257
-84
79 80
81
82 83