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
2926
$1.24K ﹤0.01%
222
2927
$1.22K ﹤0.01%
42
2928
$1.22K ﹤0.01%
+65
2929
$1.22K ﹤0.01%
500
2930
$1.21K ﹤0.01%
+11
2931
$1.21K ﹤0.01%
+29
2932
$1.2K ﹤0.01%
+38
2933
$1.2K ﹤0.01%
375
2934
$1.19K ﹤0.01%
63
2935
$1.19K ﹤0.01%
+62
2936
$1.18K ﹤0.01%
26
-1
2937
$1.18K ﹤0.01%
+189
2938
$1.17K ﹤0.01%
20
-12
2939
$1.17K ﹤0.01%
195
-448
2940
$1.16K ﹤0.01%
24
-3
2941
$1.16K ﹤0.01%
+152
2942
$1.15K ﹤0.01%
77
-223
2943
$1.15K ﹤0.01%
+42
2944
$1.13K ﹤0.01%
+45
2945
$1.13K ﹤0.01%
25
2946
$1.13K ﹤0.01%
18
-47
2947
$1.12K ﹤0.01%
48
2948
$1.12K ﹤0.01%
+211
2949
$1.12K ﹤0.01%
6
2950
$1.11K ﹤0.01%
45
116 117
118
119 120