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
2226
$14.1K ﹤0.01%
706
2227
$14K ﹤0.01%
398
-30
2228
$13.9K ﹤0.01%
375
2229
$13.9K ﹤0.01%
+255
2230
$13.8K ﹤0.01%
+350
2231
$13.8K ﹤0.01%
384
+291
2232
$13.8K ﹤0.01%
245
-5
2233
$13.7K ﹤0.01%
81
+8
2234
$13.7K ﹤0.01%
1,471
+1,267
2235
$13.6K ﹤0.01%
298
2236
$13.6K ﹤0.01%
221
-566
2237
$13.6K ﹤0.01%
3,500
+1,000
2238
$13.5K ﹤0.01%
201
+106
2239
$13.5K ﹤0.01%
399
+187
2240
$13.5K ﹤0.01%
1,284
2241
$13.4K ﹤0.01%
1,398
+137
2242
$13.4K ﹤0.01%
146
-37
2243
$13.4K ﹤0.01%
+245
2244
$13.3K ﹤0.01%
50
2245
$13.3K ﹤0.01%
1,364
+264
2246
$13.3K ﹤0.01%
77
2247
$13.2K ﹤0.01%
+112
2248
$13.2K ﹤0.01%
53
2249
$13.2K ﹤0.01%
262
2250
$13.2K ﹤0.01%
3,200
+1,572
88 89
90
91 92