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
2076
$19.2K ﹤0.01%
398
-4
2077
$19.1K ﹤0.01%
1,962
-77
2078
$19K ﹤0.01%
1,509
-192
2079
$18.9K ﹤0.01%
1,366
+308
2080
$18.9K ﹤0.01%
142
-6
2081
$18.9K ﹤0.01%
687
-95
2082
$18.8K ﹤0.01%
121
2083
$18.7K ﹤0.01%
710
2084
$18.7K ﹤0.01%
16,262
-3,167
2085
$18.7K ﹤0.01%
943
2086
$18.6K ﹤0.01%
112
+2
2087
$18.5K ﹤0.01%
279
-6
2088
$18.5K ﹤0.01%
2,129
+43
2089
$18.5K ﹤0.01%
1,947
-147
2090
$18.5K ﹤0.01%
4,847
2091
$18.5K ﹤0.01%
200
2092
$18.4K ﹤0.01%
2,799
+491
2093
$18.4K ﹤0.01%
187
+56
2094
$18.4K ﹤0.01%
150
+2
2095
$18.4K ﹤0.01%
571
-681
2096
$18.4K ﹤0.01%
634
-4
2097
$18.4K ﹤0.01%
527
-19
2098
$18.4K ﹤0.01%
684
+228
2099
$18.2K ﹤0.01%
233
+41
2100
$18.1K ﹤0.01%
441
-205
82 83
84
85 86