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
$3.42B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,472
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$57.3M
3
+$44.7M
4
BND icon
Vanguard Total Bond Market
BND
+$24.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$19.7M

Top Sells

1
+$33M
2
+$13.1M
3
+$5.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.9M

Sector Composition

1 Technology 5.85%
2 Financials 3.84%
3 Healthcare 3.64%
4 Consumer Discretionary 3.24%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$1.53K ﹤0.01%
150
-133
2877
$1.52K ﹤0.01%
17
-12
2878
$1.52K ﹤0.01%
4
+1
2879
$1.51K ﹤0.01%
75
-10
2880
$1.5K ﹤0.01%
33
-35
2881
$1.5K ﹤0.01%
11
2882
$1.49K ﹤0.01%
76
-198
2883
$1.48K ﹤0.01%
87
-19
2884
$1.46K ﹤0.01%
31
2885
$1.46K ﹤0.01%
108
2886
$1.46K ﹤0.01%
31
-28
2887
$1.45K ﹤0.01%
+29
2888
$1.45K ﹤0.01%
1,556
+429
2889
$1.44K ﹤0.01%
39
2890
$1.44K ﹤0.01%
+93
2891
$1.43K ﹤0.01%
93
+17
2892
$1.43K ﹤0.01%
700
2893
$1.43K ﹤0.01%
36
-236
2894
$1.42K ﹤0.01%
13
2895
$1.42K ﹤0.01%
10
2896
$1.42K ﹤0.01%
6
-3
2897
$1.41K ﹤0.01%
+75
2898
$1.4K ﹤0.01%
40
-136
2899
$1.4K ﹤0.01%
30
2900
$1.39K ﹤0.01%
+36
114 115
116
117 118