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
1326
$54.1K ﹤0.01%
1,057
1327
$54K ﹤0.01%
3,485
+1,856
1328
$54K ﹤0.01%
1,435
-6,730
1329
$54K ﹤0.01%
570
+222
1330
$53.9K ﹤0.01%
746
1331
$53.7K ﹤0.01%
216
-18
1332
$53.6K ﹤0.01%
3,364
+28
1333
$53.6K ﹤0.01%
911
+216
1334
$53.5K ﹤0.01%
701
-704
1335
$53.3K ﹤0.01%
1,760
1336
$53.2K ﹤0.01%
2,050
+648
1337
$53.1K ﹤0.01%
1,072
+23
1338
$53K ﹤0.01%
1,759
+143
1339
$52.9K ﹤0.01%
699
+161
1340
$52.9K ﹤0.01%
3,561
+79
1341
$52.9K ﹤0.01%
905
-175
1342
$52.6K ﹤0.01%
330
-31
1343
$52.3K ﹤0.01%
222
-70
1344
$52K ﹤0.01%
2,456
+1,199
1345
$51.9K ﹤0.01%
4,895
+1,768
1346
$51.8K ﹤0.01%
5,605
-2,308
1347
$51.8K ﹤0.01%
1,805
+358
1348
$51.5K ﹤0.01%
352
-27
1349
$51.5K ﹤0.01%
1,185
-8
1350
$51.4K ﹤0.01%
1,000
52 53
54
55 56