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
2176
$15.6K ﹤0.01%
+258
2177
$15.6K ﹤0.01%
187
-304
2178
$15.6K ﹤0.01%
37
+1
2179
$15.6K ﹤0.01%
606
+188
2180
$15.6K ﹤0.01%
1,177
2181
$15.6K ﹤0.01%
190
+175
2182
$15.6K ﹤0.01%
208
+22
2183
$15.5K ﹤0.01%
293
+121
2184
$15.5K ﹤0.01%
1,312
-1,822
2185
$15.5K ﹤0.01%
114
+25
2186
$15.5K ﹤0.01%
3,266
2187
$15.4K ﹤0.01%
+5,824
2188
$15.4K ﹤0.01%
2,498
-608
2189
$15.3K ﹤0.01%
360
+14
2190
$15.3K ﹤0.01%
4,309
-31
2191
$15.2K ﹤0.01%
850
2192
$15.2K ﹤0.01%
2,795
-3,625
2193
$15.1K ﹤0.01%
168
+12
2194
$15.1K ﹤0.01%
556
-28
2195
$15.1K ﹤0.01%
156
2196
$15K ﹤0.01%
145
-16
2197
$15K ﹤0.01%
1,320
2198
$15K ﹤0.01%
306
+39
2199
$14.9K ﹤0.01%
599
2200
$14.9K ﹤0.01%
215
+13
86 87
88
89 90