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
1376
$49.4K ﹤0.01%
512
+2
1377
$49.2K ﹤0.01%
397
+8
1378
$49.2K ﹤0.01%
447
-122
1379
$49.1K ﹤0.01%
334
-101
1380
$49.1K ﹤0.01%
362
+18
1381
$49.1K ﹤0.01%
430
+205
1382
$49K ﹤0.01%
2,694
-7
1383
$49K ﹤0.01%
667
+201
1384
$48.8K ﹤0.01%
1,600
+150
1385
$48.5K ﹤0.01%
569
+35
1386
$48.5K ﹤0.01%
1,637
+464
1387
$48.5K ﹤0.01%
474
+64
1388
$48.4K ﹤0.01%
5,243
+1,489
1389
$48.4K ﹤0.01%
220
+214
1390
$48.2K ﹤0.01%
991
+812
1391
$48K ﹤0.01%
526
+255
1392
$48K ﹤0.01%
1,006
+409
1393
$47.9K ﹤0.01%
1,362
+506
1394
$47.8K ﹤0.01%
337
-3
1395
$47.8K ﹤0.01%
566
-1
1396
$47.8K ﹤0.01%
787
-67
1397
$47.7K ﹤0.01%
144
+27
1398
$47.7K ﹤0.01%
2,636
+152
1399
$47.4K ﹤0.01%
568
+162
1400
$47.1K ﹤0.01%
2,914
+750
54 55
56
57 58