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
$2.92B
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,477
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$45.1M
3
+$28.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.3M

Top Sells

1
+$153M
2
+$15.9M
3
+$14.7M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$12.1M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$8.42M

Sector Composition

1 Technology 6.43%
2 Financials 3.81%
3 Consumer Discretionary 3.81%
4 Healthcare 3.61%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$20K ﹤0.01%
1,049
1727
$20K ﹤0.01%
890
+118
1728
$20K ﹤0.01%
467
-35
1729
$20K ﹤0.01%
270
+19
1730
$20K ﹤0.01%
381
-62
1731
$20K ﹤0.01%
303
-271
1732
$20K ﹤0.01%
463
+152
1733
$20K ﹤0.01%
410
1734
$20K ﹤0.01%
710
1735
$20K ﹤0.01%
2,283
+37
1736
$20K ﹤0.01%
229
-2
1737
$20K ﹤0.01%
163
1738
$20K ﹤0.01%
3,000
1739
$20K ﹤0.01%
542
-341
1740
$19K ﹤0.01%
+3,113
1741
$19K ﹤0.01%
1,143
+26
1742
$19K ﹤0.01%
478
-512
1743
$19K ﹤0.01%
172
-21
1744
$19K ﹤0.01%
210
-44
1745
$19K ﹤0.01%
582
1746
$19K ﹤0.01%
113
-9
1747
$19K ﹤0.01%
2,921
-572
1748
$19K ﹤0.01%
295
1749
$19K ﹤0.01%
1,440
+1,017
1750
$19K ﹤0.01%
1,171
-244
68 69
70
71 72