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
2151
$16.4K ﹤0.01%
363
2152
$16.4K ﹤0.01%
283
+4
2153
$16.3K ﹤0.01%
2,405
2154
$16.3K ﹤0.01%
430
2155
$16.2K ﹤0.01%
154
2156
$16.2K ﹤0.01%
248
+6
2157
$16.2K ﹤0.01%
313
+1
2158
$16.1K ﹤0.01%
+576
2159
$16.1K ﹤0.01%
2,083
+83
2160
$16.1K ﹤0.01%
3,206
+503
2161
$16.1K ﹤0.01%
959
+14
2162
$16.1K ﹤0.01%
206
-20
2163
$16K ﹤0.01%
245
-7
2164
$16K ﹤0.01%
1,388
-43
2165
$15.9K ﹤0.01%
1,198
-254
2166
$15.9K ﹤0.01%
951
-44
2167
$15.8K ﹤0.01%
1,407
+1,316
2168
$15.8K ﹤0.01%
498
2169
$15.7K ﹤0.01%
84
2170
$15.7K ﹤0.01%
571
2171
$15.7K ﹤0.01%
180
+11
2172
$15.7K ﹤0.01%
1,208
+1,201
2173
$15.7K ﹤0.01%
1,014
+9
2174
$15.7K ﹤0.01%
1,810
-318
2175
$15.6K ﹤0.01%
9,315
-5,520
85 86
87
88 89