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
2201
$14.9K ﹤0.01%
215
-15
2202
$14.9K ﹤0.01%
67
+1
2203
$14.8K ﹤0.01%
+500
2204
$14.8K ﹤0.01%
118
2205
$14.7K ﹤0.01%
467
+75
2206
$14.6K ﹤0.01%
+610
2207
$14.6K ﹤0.01%
1,385
-363
2208
$14.5K ﹤0.01%
2,090
+1,159
2209
$14.5K ﹤0.01%
42
-69
2210
$14.5K ﹤0.01%
+1,699
2211
$14.5K ﹤0.01%
258
-8
2212
$14.5K ﹤0.01%
354
2213
$14.4K ﹤0.01%
914
+496
2214
$14.4K ﹤0.01%
621
+3
2215
$14.4K ﹤0.01%
418
2216
$14.3K ﹤0.01%
+333
2217
$14.3K ﹤0.01%
250
+47
2218
$14.3K ﹤0.01%
+1,693
2219
$14.3K ﹤0.01%
681
+12
2220
$14.2K ﹤0.01%
629
+402
2221
$14.2K ﹤0.01%
213
2222
$14.1K ﹤0.01%
363
-21
2223
$14.1K ﹤0.01%
598
-99
2224
$14.1K ﹤0.01%
794
-29
2225
$14.1K ﹤0.01%
494
87 88
89
90 91