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
1851
$18.2K ﹤0.01%
780
1852
$18.1K ﹤0.01%
2,664
1853
$18.1K ﹤0.01%
609
-878
1854
$18.1K ﹤0.01%
277
+59
1855
$18.1K ﹤0.01%
1,177
+582
1856
$18.1K ﹤0.01%
7,006
+1,595
1857
$18K ﹤0.01%
302
+132
1858
$18K ﹤0.01%
2,885
-413
1859
$18K ﹤0.01%
258
1860
$18K ﹤0.01%
438
+3
1861
$18K ﹤0.01%
217
-1,300
1862
$17.9K ﹤0.01%
243
-195
1863
$17.9K ﹤0.01%
1,607
+525
1864
$17.9K ﹤0.01%
676
-19
1865
$17.8K ﹤0.01%
+692
1866
$17.8K ﹤0.01%
801
+453
1867
$17.8K ﹤0.01%
2,402
-2,148
1868
$17.6K ﹤0.01%
415
-63
1869
$17.6K ﹤0.01%
922
+325
1870
$17.5K ﹤0.01%
148
+5
1871
$17.5K ﹤0.01%
754
+9
1872
$17.4K ﹤0.01%
1,585
+1,544
1873
$17.3K ﹤0.01%
1,076
+547
1874
$17.3K ﹤0.01%
2,017
+425
1875
$17.2K ﹤0.01%
72
-24
73 74
75
76 77