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
1626
$28.8K ﹤0.01%
850
1627
$28.7K ﹤0.01%
528
+23
1628
$28.7K ﹤0.01%
1,783
-4,084
1629
$28.5K ﹤0.01%
476
-78
1630
$28.4K ﹤0.01%
1,320
+591
1631
$28.4K ﹤0.01%
466
+392
1632
$28.3K ﹤0.01%
660
1633
$28.3K ﹤0.01%
796
-3
1634
$28.3K ﹤0.01%
1,441
1635
$28.2K ﹤0.01%
830
+323
1636
$28.2K ﹤0.01%
548
+12
1637
$28.1K ﹤0.01%
4,000
1638
$28.1K ﹤0.01%
772
-271
1639
$28.1K ﹤0.01%
1,962
+760
1640
$28.1K ﹤0.01%
+4,159
1641
$28K ﹤0.01%
1,711
-16
1642
$28K ﹤0.01%
608
+589
1643
$27.9K ﹤0.01%
3,108
1644
$27.9K ﹤0.01%
320
-1
1645
$27.9K ﹤0.01%
157
+58
1646
$27.8K ﹤0.01%
817
+632
1647
$27.7K ﹤0.01%
839
+810
1648
$27.5K ﹤0.01%
981
-22
1649
$27.4K ﹤0.01%
337
-37
1650
$27.3K ﹤0.01%
399
+23
64 65
66
67 68