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
1351
$51.4K ﹤0.01%
864
+758
1352
$51.4K ﹤0.01%
1,523
-812
1353
$51.1K ﹤0.01%
1,100
+400
1354
$51K ﹤0.01%
746
+6
1355
$50.8K ﹤0.01%
343
+57
1356
$50.7K ﹤0.01%
1,203
-166
1357
$50.7K ﹤0.01%
7,244
+7,039
1358
$50.5K ﹤0.01%
877
1359
$50.5K ﹤0.01%
1,010
+25
1360
$50.4K ﹤0.01%
1,072
1361
$50.4K ﹤0.01%
900
1362
$50.2K ﹤0.01%
353
+43
1363
$50.1K ﹤0.01%
7,485
-2,344
1364
$50.1K ﹤0.01%
347
+1
1365
$50K ﹤0.01%
6,932
-441
1366
$50K ﹤0.01%
770
-1
1367
$50K ﹤0.01%
843
+89
1368
$49.9K ﹤0.01%
940
+13
1369
$49.8K ﹤0.01%
796
+9
1370
$49.8K ﹤0.01%
1,069
-1,503
1371
$49.8K ﹤0.01%
384
+8
1372
$49.6K ﹤0.01%
1,541
+25
1373
$49.6K ﹤0.01%
335
+15
1374
$49.5K ﹤0.01%
1,340
+821
1375
$49.5K ﹤0.01%
54,980
53 54
55
56 57