S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
201
$1.69M 0.03%
32,244
+2,912
202
$1.68M 0.03%
6,028
+104
203
$1.65M 0.03%
5,966
+111
204
$1.65M 0.03%
9,974
+1,001
205
$1.62M 0.03%
106,746
+704
206
$1.61M 0.03%
44,440
+2,649
207
$1.61M 0.03%
6,351
-213
208
$1.6M 0.03%
3,407
-479
209
$1.6M 0.03%
52,000
+714
210
$1.6M 0.03%
7,935
-81
211
$1.59M 0.03%
26,727
+1,408
212
$1.57M 0.03%
16,972
+72
213
$1.57M 0.03%
60,223
-7,193
214
$1.56M 0.03%
15,406
+893
215
$1.55M 0.03%
6,455
-252
216
$1.54M 0.03%
27,047
-251
217
$1.54M 0.03%
5,566
-48
218
$1.54M 0.03%
4,490
+98
219
$1.51M 0.03%
3,945
+225
220
$1.51M 0.03%
20,351
221
$1.5M 0.03%
15,849
+177
222
$1.49M 0.03%
49,914
-627
223
$1.48M 0.03%
27,284
+81
224
$1.48M 0.03%
27,620
+1,042
225
$1.47M 0.03%
8,237
-50
7 8
9
10 11