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
1301
$56.1K ﹤0.01%
727
+627
1302
$56K ﹤0.01%
3,140
+370
1303
$56K ﹤0.01%
2,875
-334
1304
$55.9K ﹤0.01%
1,141
-482
1305
$55.8K ﹤0.01%
4,935
+18
1306
$55.7K ﹤0.01%
1,126
+169
1307
$55.7K ﹤0.01%
1,543
+812
1308
$55.6K ﹤0.01%
+3,067
1309
$55.6K ﹤0.01%
3,382
+445
1310
$55.3K ﹤0.01%
9,610
+561
1311
$55.2K ﹤0.01%
7,718
-4,043
1312
$55.1K ﹤0.01%
1,778
+173
1313
$54.9K ﹤0.01%
3,385
+2,364
1314
$54.9K ﹤0.01%
1,111
-85
1315
$54.7K ﹤0.01%
1,324
+1,016
1316
$54.5K ﹤0.01%
1,277
+472
1317
$54.5K ﹤0.01%
845
-455
1318
$54.5K ﹤0.01%
781
-163
1319
$54.5K ﹤0.01%
4,982
+51
1320
$54.4K ﹤0.01%
1,000
1321
$54.3K ﹤0.01%
1,035
+6
1322
$54.3K ﹤0.01%
1,289
+487
1323
$54.2K ﹤0.01%
4,885
+137
1324
$54.2K ﹤0.01%
11,877
+1,093
1325
$54.1K ﹤0.01%
734
+3
51 52
53
54 55