S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
2451
$7.49K ﹤0.01%
404
+60
2452
$7.48K ﹤0.01%
3,917
-34,186
2453
$7.47K ﹤0.01%
275
+25
2454
$7.42K ﹤0.01%
2,162
-1,339
2455
$7.39K ﹤0.01%
399
-78
2456
$7.39K ﹤0.01%
156
-255
2457
$7.38K ﹤0.01%
150
-194
2458
$7.37K ﹤0.01%
216
2459
$7.37K ﹤0.01%
274
+150
2460
$7.36K ﹤0.01%
3,198
+1,416
2461
$7.32K ﹤0.01%
518
-220
2462
$7.29K ﹤0.01%
5,062
-1,304
2463
$7.27K ﹤0.01%
601
+459
2464
$7.27K ﹤0.01%
152
2465
$7.25K ﹤0.01%
56
2466
$7.23K ﹤0.01%
1,217
-1,350
2467
$7.19K ﹤0.01%
+222
2468
$7.17K ﹤0.01%
368
2469
$7.16K ﹤0.01%
250
2470
$7.14K ﹤0.01%
65
2471
$7.12K ﹤0.01%
456
-918
2472
$7.09K ﹤0.01%
99
+63
2473
$7.08K ﹤0.01%
59
-169
2474
$7.04K ﹤0.01%
170
+165
2475
$7.01K ﹤0.01%
1,085
+1,055
97 98
99
100 101