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
2101
$18.1K ﹤0.01%
1,000
2102
$18.1K ﹤0.01%
46
2103
$18.1K ﹤0.01%
978
-1,246
2104
$18K ﹤0.01%
500
2105
$18K ﹤0.01%
597
+16
2106
$17.9K ﹤0.01%
691
2107
$17.9K ﹤0.01%
578
2108
$17.9K ﹤0.01%
1,397
+130
2109
$17.8K ﹤0.01%
848
-165
2110
$17.8K ﹤0.01%
677
-483
2111
$17.8K ﹤0.01%
333
2112
$17.8K ﹤0.01%
591
+136
2113
$17.7K ﹤0.01%
5,910
+510
2114
$17.6K ﹤0.01%
1,153
2115
$17.6K ﹤0.01%
274
2116
$17.5K ﹤0.01%
709
+114
2117
$17.4K ﹤0.01%
+1,196
2118
$17.4K ﹤0.01%
384
+53
2119
$17.4K ﹤0.01%
+957
2120
$17.3K ﹤0.01%
1,429
-307
2121
$17.3K ﹤0.01%
164
2122
$17.3K ﹤0.01%
+2,777
2123
$17.3K ﹤0.01%
430
-105
2124
$17.3K ﹤0.01%
445
+130
2125
$17.2K ﹤0.01%
538
-11