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
1276
$58.2K ﹤0.01%
1,505
+1,084
1277
$58.2K ﹤0.01%
2,006
-122
1278
$57.7K ﹤0.01%
9,000
1279
$57.5K ﹤0.01%
2,764
+1,360
1280
$57.5K ﹤0.01%
312
+72
1281
$57.5K ﹤0.01%
3,196
+187
1282
$57.3K ﹤0.01%
2,575
+2,225
1283
$57.2K ﹤0.01%
1,943
1284
$57.1K ﹤0.01%
1,222
1285
$57.1K ﹤0.01%
1,902
+537
1286
$57.1K ﹤0.01%
1,108
+178
1287
$57K ﹤0.01%
768
-52
1288
$57K ﹤0.01%
2,187
+2,025
1289
$56.9K ﹤0.01%
1,110
-10
1290
$56.9K ﹤0.01%
4,597
+757
1291
$56.9K ﹤0.01%
1,029
+195
1292
$56.9K ﹤0.01%
1,550
+1,376
1293
$56.7K ﹤0.01%
1,405
-241
1294
$56.7K ﹤0.01%
16,677
+3,861
1295
$56.7K ﹤0.01%
823
-7
1296
$56.6K ﹤0.01%
1,883
+717
1297
$56.6K ﹤0.01%
2,000
1298
$56.4K ﹤0.01%
3,067
+815
1299
$56.4K ﹤0.01%
6,029
+1,939
1300
$56.3K ﹤0.01%
4,013
+2,333
50 51
52
53 54