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
2026
$21.3K ﹤0.01%
1,110
-517
2027
$21.3K ﹤0.01%
484
2028
$21.2K ﹤0.01%
658
2029
$21.2K ﹤0.01%
980
+118
2030
$21K ﹤0.01%
425
2031
$21K ﹤0.01%
93
2032
$21K ﹤0.01%
1,094
+94
2033
$20.9K ﹤0.01%
576
2034
$20.9K ﹤0.01%
1,624
-77
2035
$20.8K ﹤0.01%
400
2036
$20.8K ﹤0.01%
379
2037
$20.7K ﹤0.01%
153
2038
$20.7K ﹤0.01%
1,000
2039
$20.7K ﹤0.01%
+670
2040
$20.6K ﹤0.01%
108
+29
2041
$20.6K ﹤0.01%
770
+116
2042
$20.6K ﹤0.01%
72
-17
2043
$20.5K ﹤0.01%
318
-160
2044
$20.4K ﹤0.01%
369
+110
2045
$20.4K ﹤0.01%
585
+13
2046
$20.4K ﹤0.01%
+707
2047
$20.4K ﹤0.01%
481
+56
2048
$20.3K ﹤0.01%
3,466
-3,049
2049
$20.3K ﹤0.01%
561
2050
$20.3K ﹤0.01%
1,036
-86
80 81
82
83 84