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
1776
$21.1K ﹤0.01%
248
+100
1777
$21K ﹤0.01%
531
-39
1778
$21K ﹤0.01%
201
+91
1779
$20.9K ﹤0.01%
810
-121
1780
$20.9K ﹤0.01%
456
+10
1781
$20.9K ﹤0.01%
254
+137
1782
$20.9K ﹤0.01%
358
-105
1783
$20.9K ﹤0.01%
1,344
+447
1784
$20.8K ﹤0.01%
8,611
+7,673
1785
$20.8K ﹤0.01%
7,033
+1,586
1786
$20.8K ﹤0.01%
795
+23
1787
$20.7K ﹤0.01%
2,283
+56
1788
$20.7K ﹤0.01%
864
1789
$20.7K ﹤0.01%
1,241
+158
1790
$20.6K ﹤0.01%
13
-1
1791
$20.5K ﹤0.01%
1,780
-445
1792
$20.5K ﹤0.01%
339
1793
$20.5K ﹤0.01%
1,656
+1,647
1794
$20.5K ﹤0.01%
1,797
-11
1795
$20.5K ﹤0.01%
340
-84
1796
$20.4K ﹤0.01%
900
-39
1797
$20.4K ﹤0.01%
919
-129
1798
$20.4K ﹤0.01%
727
+16
1799
$20.3K ﹤0.01%
427
+183
1800
$20.2K ﹤0.01%
410
70 71
72
73 74