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
$2.92B
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,477
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$45.1M
3
+$28.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.3M

Top Sells

1
+$153M
2
+$15.9M
3
+$14.7M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$12.1M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$8.42M

Sector Composition

1 Technology 6.43%
2 Financials 3.81%
3 Consumer Discretionary 3.81%
4 Healthcare 3.61%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$42K ﹤0.01%
277
1352
$42K ﹤0.01%
3,799
+442
1353
$42K ﹤0.01%
376
+7
1354
$42K ﹤0.01%
375
-269
1355
$42K ﹤0.01%
1,850
-244
1356
$42K ﹤0.01%
344
-12
1357
$42K ﹤0.01%
985
+52
1358
$42K ﹤0.01%
2,128
+167
1359
$42K ﹤0.01%
2,332
+92
1360
$42K ﹤0.01%
4,931
+250
1361
$42K ﹤0.01%
2,586
+1,699
1362
$42K ﹤0.01%
1,450
-250
1363
$42K ﹤0.01%
900
+447
1364
$42K ﹤0.01%
567
-45
1365
$42K ﹤0.01%
854
-240
1366
$42K ﹤0.01%
534
-58
1367
$42K ﹤0.01%
340
-219
1368
$42K ﹤0.01%
816
-64
1369
$41K ﹤0.01%
1,373
+1,002
1370
$41K ﹤0.01%
1,437
-115
1371
$41K ﹤0.01%
1,609
+144
1372
$41K ﹤0.01%
426
-25
1373
$41K ﹤0.01%
1,487
-271
1374
$41K ﹤0.01%
624
-97
1375
$41K ﹤0.01%
3,306
+1,631
53 54
55
56 57