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
1451
$36K ﹤0.01%
783
+294
1452
$35K ﹤0.01%
444
-8
1453
$35K ﹤0.01%
7,500
1454
$35K ﹤0.01%
1,048
-74
1455
$35K ﹤0.01%
+2,000
1456
$35K ﹤0.01%
876
-843
1457
$35K ﹤0.01%
1,423
-87
1458
$35K ﹤0.01%
1,743
-194
1459
$35K ﹤0.01%
1,258
+106
1460
$35K ﹤0.01%
2,226
1461
$35K ﹤0.01%
5,698
-14,180
1462
$35K ﹤0.01%
952
+70
1463
$35K ﹤0.01%
588
1464
$35K ﹤0.01%
16,614
1465
$35K ﹤0.01%
865
1466
$35K ﹤0.01%
2,131
-418
1467
$35K ﹤0.01%
303
1468
$35K ﹤0.01%
1,049
1469
$34K ﹤0.01%
369
+187
1470
$34K ﹤0.01%
2,148
+1,719
1471
$34K ﹤0.01%
1,402
-165
1472
$34K ﹤0.01%
370
1473
$34K ﹤0.01%
749
-10
1474
$34K ﹤0.01%
1,456
-67
1475
$34K ﹤0.01%
556
+8
57 58
59
60 61