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
2051
$20.1K ﹤0.01%
221
-15
2052
$20K ﹤0.01%
10,600
2053
$19.9K ﹤0.01%
2,050
-5,692
2054
$19.9K ﹤0.01%
380
-189
2055
$19.9K ﹤0.01%
1,769
+400
2056
$19.9K ﹤0.01%
225
+88
2057
$19.9K ﹤0.01%
658
+570
2058
$19.9K ﹤0.01%
333
-15
2059
$19.8K ﹤0.01%
792
+428
2060
$19.8K ﹤0.01%
710
2061
$19.8K ﹤0.01%
365
2062
$19.8K ﹤0.01%
259
+21
2063
$19.8K ﹤0.01%
247
2064
$19.7K ﹤0.01%
1,689
+1,381
2065
$19.7K ﹤0.01%
5,251
+1,462
2066
$19.6K ﹤0.01%
158
-31
2067
$19.6K ﹤0.01%
16,614
2068
$19.5K ﹤0.01%
145
2069
$19.4K ﹤0.01%
223
-5
2070
$19.4K ﹤0.01%
2,250
+61
2071
$19.3K ﹤0.01%
389
+46
2072
$19.3K ﹤0.01%
243
+98
2073
$19.3K ﹤0.01%
657
-23
2074
$19.3K ﹤0.01%
1,180
+422
2075
$19.3K ﹤0.01%
339
81 82
83
84 85