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
2276
$12.6K ﹤0.01%
163
-25
2277
$12.6K ﹤0.01%
668
+16
2278
$12.5K ﹤0.01%
550
+200
2279
$12.5K ﹤0.01%
184
+177
2280
$12.5K ﹤0.01%
1,913
-695
2281
$12.4K ﹤0.01%
466
-71
2282
$12.4K ﹤0.01%
222
+9
2283
$12.4K ﹤0.01%
381
-1,888
2284
$12.4K ﹤0.01%
202
-17
2285
$12.4K ﹤0.01%
702
2286
$12.4K ﹤0.01%
137
+11
2287
$12.3K ﹤0.01%
4,980
2288
$12.3K ﹤0.01%
249
+239
2289
$12.3K ﹤0.01%
603
+39
2290
$12.3K ﹤0.01%
2,670
-331
2291
$12.2K ﹤0.01%
506
-34
2292
$12.2K ﹤0.01%
767
+318
2293
$12.1K ﹤0.01%
136
+103
2294
$12K ﹤0.01%
4,099
+3,099
2295
$12K ﹤0.01%
592
+130
2296
$12K ﹤0.01%
1,170
2297
$12K ﹤0.01%
280
+50
2298
$11.9K ﹤0.01%
1,518
+900
2299
$11.8K ﹤0.01%
1,265
2300
$11.7K ﹤0.01%
128
-45