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
2426
$8.28K ﹤0.01%
347
2427
$8.26K ﹤0.01%
34
-1
2428
$8.17K ﹤0.01%
280
-68
2429
$8.15K ﹤0.01%
4,454
-173
2430
$8.13K ﹤0.01%
532
-96
2431
$8.12K ﹤0.01%
836
-1,931
2432
$8.12K ﹤0.01%
313
2433
$8.1K ﹤0.01%
78
+23
2434
$8.08K ﹤0.01%
173
2435
$8.08K ﹤0.01%
+644
2436
$8.07K ﹤0.01%
428
-946
2437
$8.05K ﹤0.01%
109
-43
2438
$8.05K ﹤0.01%
2,500
+2,499
2439
$7.96K ﹤0.01%
209
+1
2440
$7.95K ﹤0.01%
+500
2441
$7.83K ﹤0.01%
95
2442
$7.8K ﹤0.01%
953
-619
2443
$7.79K ﹤0.01%
110
2444
$7.74K ﹤0.01%
210
+149
2445
$7.61K ﹤0.01%
849
+709
2446
$7.56K ﹤0.01%
191
2447
$7.56K ﹤0.01%
192
+55
2448
$7.55K ﹤0.01%
288
-108
2449
$7.54K ﹤0.01%
352
2450
$7.53K ﹤0.01%
1,104
96 97
98
99 100