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
2251
$13.2K ﹤0.01%
226
+24
2252
$13.2K ﹤0.01%
964
-161
2253
$13.2K ﹤0.01%
1,892
-175
2254
$13.2K ﹤0.01%
123
-590
2255
$13.1K ﹤0.01%
813
2256
$13.1K ﹤0.01%
1,110
2257
$13.1K ﹤0.01%
1,462
+1,112
2258
$13.1K ﹤0.01%
352
2259
$13.1K ﹤0.01%
247
+96
2260
$13.1K ﹤0.01%
99
2261
$13K ﹤0.01%
544
+9
2262
$13K ﹤0.01%
345
-150
2263
$13K ﹤0.01%
300
2264
$12.9K ﹤0.01%
654
+206
2265
$12.9K ﹤0.01%
43
+42
2266
$12.9K ﹤0.01%
624
+406
2267
$12.9K ﹤0.01%
255
-500
2268
$12.8K ﹤0.01%
254
2269
$12.8K ﹤0.01%
529
+3
2270
$12.7K ﹤0.01%
341
+45
2271
$12.7K ﹤0.01%
3,136
+1,324
2272
$12.7K ﹤0.01%
973
2273
$12.6K ﹤0.01%
420
+25
2274
$12.6K ﹤0.01%
272
-156
2275
$12.6K ﹤0.01%
152
+16