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
2326
$10.8K ﹤0.01%
606
-153
2327
$10.7K ﹤0.01%
570
2328
$10.7K ﹤0.01%
288
+31
2329
$10.7K ﹤0.01%
4,500
2330
$10.7K ﹤0.01%
734
2331
$10.7K ﹤0.01%
372
+5
2332
$10.7K ﹤0.01%
+306
2333
$10.7K ﹤0.01%
550
2334
$10.7K ﹤0.01%
1,021
+108
2335
$10.7K ﹤0.01%
1,889
-165
2336
$10.6K ﹤0.01%
427
-147
2337
$10.6K ﹤0.01%
1,747
-551
2338
$10.5K ﹤0.01%
1,263
2339
$10.5K ﹤0.01%
574
-48
2340
$10.4K ﹤0.01%
457
2341
$10.4K ﹤0.01%
5,875
-233
2342
$10.4K ﹤0.01%
53
-25
2343
$10.4K ﹤0.01%
3,346
2344
$10.4K ﹤0.01%
264
+32
2345
$10.3K ﹤0.01%
300
2346
$10.3K ﹤0.01%
199
2347
$10.2K ﹤0.01%
454
+250
2348
$10.2K ﹤0.01%
1,030
-350
2349
$10.2K ﹤0.01%
533
-40
2350
$10.2K ﹤0.01%
42
-1
92 93
94
95 96