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
$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
1176
$70.9K ﹤0.01%
809
+60
1177
$70.9K ﹤0.01%
1,452
+669
1178
$70.3K ﹤0.01%
1,864
-41
1179
$69.9K ﹤0.01%
1,511
+11
1180
$69.5K ﹤0.01%
4,222
-77
1181
$69.3K ﹤0.01%
+692
1182
$69.2K ﹤0.01%
428
+14
1183
$69.2K ﹤0.01%
15,004
+4,750
1184
$69.1K ﹤0.01%
1,699
+282
1185
$68.9K ﹤0.01%
4,195
+897
1186
$68.7K ﹤0.01%
902
-3
1187
$68.6K ﹤0.01%
379
-71
1188
$68.6K ﹤0.01%
3,000
+1,000
1189
$68.5K ﹤0.01%
1,381
+233
1190
$68.4K ﹤0.01%
2,138
-446
1191
$68.4K ﹤0.01%
+1,390
1192
$68.4K ﹤0.01%
1,001
+525
1193
$68.3K ﹤0.01%
1,108
-126
1194
$68.1K ﹤0.01%
1,498
+307
1195
$68K ﹤0.01%
+10,000
1196
$67.8K ﹤0.01%
1,690
+21
1197
$67.8K ﹤0.01%
671
-122
1198
$67.7K ﹤0.01%
1,462
+862
1199
$67.5K ﹤0.01%
700
1200
$67.5K ﹤0.01%
1,661
-364
46 47
48
49 50