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
1701
$24.6K ﹤0.01%
90
-5
1702
$24.6K ﹤0.01%
1,893
+254
1703
$24.6K ﹤0.01%
1,797
-35
1704
$24.6K ﹤0.01%
544
+19
1705
$24.5K ﹤0.01%
573
1706
$24.5K ﹤0.01%
312
1707
$24.5K ﹤0.01%
1,074
1708
$24.4K ﹤0.01%
1,573
-610
1709
$24.4K ﹤0.01%
2,321
+1,328
1710
$24.4K ﹤0.01%
1,291
+311
1711
$24.3K ﹤0.01%
203
1712
$24.1K ﹤0.01%
400
1713
$24.1K ﹤0.01%
2,709
+711
1714
$24K ﹤0.01%
447
+118
1715
$24K ﹤0.01%
416
1716
$23.8K ﹤0.01%
1,243
+1,029
1717
$23.6K ﹤0.01%
421
+3
1718
$23.6K ﹤0.01%
606
+128
1719
$23.5K ﹤0.01%
2,500
1720
$23.5K ﹤0.01%
454
+146
1721
$23.5K ﹤0.01%
400
1722
$23.4K ﹤0.01%
266
-69
1723
$23.3K ﹤0.01%
255
-410
1724
$23.3K ﹤0.01%
365
+68
1725
$23.3K ﹤0.01%
694
+132
67 68
69
70 71