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
1651
$27.3K ﹤0.01%
258
+48
1652
$27.1K ﹤0.01%
310
-27
1653
$27.1K ﹤0.01%
3,192
-2,506
1654
$27.1K ﹤0.01%
899
-1,382
1655
$27K ﹤0.01%
914
+781
1656
$27K ﹤0.01%
2,962
+1,367
1657
$26.9K ﹤0.01%
5,414
+387
1658
$26.7K ﹤0.01%
717
+335
1659
$26.7K ﹤0.01%
1,693
-4,568
1660
$26.7K ﹤0.01%
1,024
-1,095
1661
$26.7K ﹤0.01%
1,918
-754
1662
$26.6K ﹤0.01%
437
+424
1663
$26.6K ﹤0.01%
1,190
-48
1664
$26.5K ﹤0.01%
334
-9
1665
$26.4K ﹤0.01%
883
-402
1666
$26.4K ﹤0.01%
126
-2
1667
$26.3K ﹤0.01%
598
-526
1668
$26.3K ﹤0.01%
584
1669
$26.1K ﹤0.01%
249
-28
1670
$26.1K ﹤0.01%
899
-474
1671
$26K ﹤0.01%
3,187
-5,363
1672
$25.9K ﹤0.01%
544
+124
1673
$25.8K ﹤0.01%
850
-260
1674
$25.8K ﹤0.01%
651
+324
1675
$25.8K ﹤0.01%
473
+7
65 66
67
68 69