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
2401
$8.88K ﹤0.01%
290
2402
$8.86K ﹤0.01%
+140
2403
$8.81K ﹤0.01%
4,216
+3,577
2404
$8.8K ﹤0.01%
968
+843
2405
$8.79K ﹤0.01%
442
-116
2406
$8.77K ﹤0.01%
1,040
+871
2407
$8.75K ﹤0.01%
10,600
-1,036
2408
$8.69K ﹤0.01%
550
+101
2409
$8.64K ﹤0.01%
106
-46
2410
$8.63K ﹤0.01%
70
-100
2411
$8.57K ﹤0.01%
68
2412
$8.56K ﹤0.01%
+500
2413
$8.54K ﹤0.01%
548
-75
2414
$8.52K ﹤0.01%
301
-1
2415
$8.51K ﹤0.01%
+519
2416
$8.49K ﹤0.01%
115
+5
2417
$8.41K ﹤0.01%
106
+3
2418
$8.37K ﹤0.01%
115
2419
$8.36K ﹤0.01%
421
2420
$8.35K ﹤0.01%
191
-2
2421
$8.33K ﹤0.01%
95
+10
2422
$8.33K ﹤0.01%
273
2423
$8.31K ﹤0.01%
1,218
-8,440
2424
$8.28K ﹤0.01%
1,378
-522
2425
$8.28K ﹤0.01%
267
95 96
97
98 99