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
2351
$10.2K ﹤0.01%
125
+29
2352
$10.1K ﹤0.01%
659
+586
2353
$10.1K ﹤0.01%
3,075
+57
2354
$9.99K ﹤0.01%
415
-185
2355
$9.97K ﹤0.01%
132
2356
$9.87K ﹤0.01%
199
+179
2357
$9.87K ﹤0.01%
182
2358
$9.84K ﹤0.01%
+1,555
2359
$9.83K ﹤0.01%
137
-85
2360
$9.82K ﹤0.01%
205
2361
$9.81K ﹤0.01%
49
-3
2362
$9.79K ﹤0.01%
1,223
+223
2363
$9.77K ﹤0.01%
84
2364
$9.75K ﹤0.01%
219
+154
2365
$9.72K ﹤0.01%
1,077
+103
2366
$9.72K ﹤0.01%
159
2367
$9.71K ﹤0.01%
490
+18
2368
$9.69K ﹤0.01%
274
+256
2369
$9.69K ﹤0.01%
902
-148
2370
$9.68K ﹤0.01%
+2,000
2371
$9.65K ﹤0.01%
90
-1,400
2372
$9.57K ﹤0.01%
356
2373
$9.56K ﹤0.01%
6,880
2374
$9.52K ﹤0.01%
103
-7
2375
$9.51K ﹤0.01%
555
+253
93 94
95
96 97