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
1426
$44.9K ﹤0.01%
2,987
-607
1427
$44.8K ﹤0.01%
3,519
-35
1428
$44.5K ﹤0.01%
242
+121
1429
$44.4K ﹤0.01%
2,767
+619
1430
$44.1K ﹤0.01%
4,473
-613
1431
$44K ﹤0.01%
2,167
+234
1432
$43.9K ﹤0.01%
1,408
-29
1433
$43.8K ﹤0.01%
323
1434
$43.7K ﹤0.01%
1,128
+369
1435
$43.7K ﹤0.01%
525
+23
1436
$43.6K ﹤0.01%
3,165
+879
1437
$43.5K ﹤0.01%
771
-166
1438
$43.4K ﹤0.01%
2,236
+452
1439
$43.1K ﹤0.01%
277
1440
$43.1K ﹤0.01%
2,237
+1,489
1441
$42.8K ﹤0.01%
383
-199
1442
$42.8K ﹤0.01%
1,440
+849
1443
$42.7K ﹤0.01%
800
1444
$42.4K ﹤0.01%
435
+26
1445
$42.4K ﹤0.01%
109
+50
1446
$42.4K ﹤0.01%
742
1447
$42K ﹤0.01%
16,616
+4,303
1448
$41.9K ﹤0.01%
296
+20
1449
$41.8K ﹤0.01%
1,562
+193
1450
$41.6K ﹤0.01%
622
-201
56 57
58
59 60