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
$4.73B
AUM Growth
+$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,293
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$139M
3
+$7.95M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$6.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.4M

Top Sells

1
+$263M
2
+$2.46M
3
+$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.54M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.02M

Sector Composition

1 Technology 8.09%
2 Financials 4.21%
3 Consumer Discretionary 4.03%
4 Healthcare 3.38%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$1.12K ﹤0.01%
27
2927
$1.1K ﹤0.01%
+14
2928
$1.1K ﹤0.01%
54
+11
2929
$1.09K ﹤0.01%
53
+51
2930
$1.09K ﹤0.01%
165
2931
$1.07K ﹤0.01%
31
2932
$1.07K ﹤0.01%
32
-77
2933
$1.06K ﹤0.01%
+78
2934
$1.06K ﹤0.01%
200
-677
2935
$1.05K ﹤0.01%
51
2936
$1.05K ﹤0.01%
46
2937
$1.05K ﹤0.01%
87
-1,500
2938
$1.05K ﹤0.01%
43
+31
2939
$1.04K ﹤0.01%
78
-341
2940
$1.03K ﹤0.01%
7
2941
$1.03K ﹤0.01%
27
-16
2942
$1.02K ﹤0.01%
+237
2943
$1.01K ﹤0.01%
42
+2
2944
$1K ﹤0.01%
+19
2945
$993 ﹤0.01%
49
+40
2946
$991 ﹤0.01%
20
-1,950
2947
$980 ﹤0.01%
58
-75
2948
$975 ﹤0.01%
+197
2949
$975 ﹤0.01%
+100
2950
$968 ﹤0.01%
269
116 117
118
119 120