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
1476
$38.7K ﹤0.01%
518
+42
1477
$38.6K ﹤0.01%
289
+56
1478
$38.5K ﹤0.01%
2,449
-1,324
1479
$38.4K ﹤0.01%
1,611
+1,073
1480
$38.3K ﹤0.01%
1,022
+35
1481
$38.3K ﹤0.01%
4,677
+2,057
1482
$38.2K ﹤0.01%
630
-85
1483
$38.1K ﹤0.01%
544
1484
$37.9K ﹤0.01%
1,835
-95
1485
$37.8K ﹤0.01%
74
-11
1486
$37.8K ﹤0.01%
547
+139
1487
$37.8K ﹤0.01%
408
-36
1488
$37.8K ﹤0.01%
1,500
1489
$37.6K ﹤0.01%
876
-826
1490
$37.5K ﹤0.01%
752
-102
1491
$37.5K ﹤0.01%
326
-148
1492
$37.5K ﹤0.01%
903
+38
1493
$37.5K ﹤0.01%
1,497
-112
1494
$37.4K ﹤0.01%
16,614
1495
$37.3K ﹤0.01%
392
+306
1496
$37.3K ﹤0.01%
6,267
+6,237
1497
$37.3K ﹤0.01%
1,511
+8
1498
$37.1K ﹤0.01%
2,000
1499
$37K ﹤0.01%
11,774
+10,132
1500
$36.9K ﹤0.01%
1,393
-30
58 59
60
61 62