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
1576
$32K ﹤0.01%
97
-2
1577
$31.9K ﹤0.01%
1,989
+1,130
1578
$31.8K ﹤0.01%
541
-233
1579
$31.8K ﹤0.01%
1,157
-375
1580
$31.8K ﹤0.01%
2,511
1581
$31.7K ﹤0.01%
560
+86
1582
$31.7K ﹤0.01%
625
+158
1583
$31.6K ﹤0.01%
595
+122
1584
$31.3K ﹤0.01%
2,389
+574
1585
$31.3K ﹤0.01%
66
+3
1586
$31.3K ﹤0.01%
383
-161
1587
$31.3K ﹤0.01%
2,281
+1,871
1588
$31.2K ﹤0.01%
1,080
1589
$31.1K ﹤0.01%
1,010
+200
1590
$31.1K ﹤0.01%
893
+566
1591
$31.1K ﹤0.01%
916
1592
$31K ﹤0.01%
1,678
+1,144
1593
$31K ﹤0.01%
1,341
-124
1594
$30.9K ﹤0.01%
283
+106
1595
$30.8K ﹤0.01%
576
+13
1596
$30.8K ﹤0.01%
3,434
+1,151
1597
$30.7K ﹤0.01%
653
-917
1598
$30.6K ﹤0.01%
384
-10
1599
$30.6K ﹤0.01%
230
+62
1600
$30.5K ﹤0.01%
1,815
+644
62 63
64
65 66