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
1226
$64.2K ﹤0.01%
312
-50
1227
$63.9K ﹤0.01%
2,455
-14
1228
$63.9K ﹤0.01%
571
+116
1229
$63.8K ﹤0.01%
1,588
-506
1230
$63.8K ﹤0.01%
743
1231
$63.7K ﹤0.01%
5,400
+1,169
1232
$63.6K ﹤0.01%
674
+83
1233
$63.5K ﹤0.01%
2,762
+52
1234
$63.4K ﹤0.01%
4,805
+415
1235
$63.3K ﹤0.01%
449
+220
1236
$63.2K ﹤0.01%
+10,000
1237
$63.1K ﹤0.01%
1,657
-349
1238
$63.1K ﹤0.01%
980
+18
1239
$63K ﹤0.01%
1,040
-700
1240
$62.8K ﹤0.01%
1,973
+340
1241
$62.7K ﹤0.01%
1,772
+803
1242
$62.7K ﹤0.01%
2,562
+812
1243
$62.4K ﹤0.01%
838
-219
1244
$62.4K ﹤0.01%
1,223
+164
1245
$62.3K ﹤0.01%
880
-6
1246
$62.2K ﹤0.01%
470
+278
1247
$62.2K ﹤0.01%
924
-299
1248
$61.9K ﹤0.01%
2,075
+225
1249
$61.9K ﹤0.01%
2,500
+500
1250
$61.9K ﹤0.01%
594
+25
48 49
50
51 52