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
1876
$17.2K ﹤0.01%
201
-59
1877
$17.2K ﹤0.01%
274
1878
$17.1K ﹤0.01%
1,564
+1,342
1879
$17K ﹤0.01%
480
-43
1880
$17K ﹤0.01%
871
+591
1881
$17K ﹤0.01%
1,896
-3,534
1882
$17K ﹤0.01%
554
-362
1883
$17K ﹤0.01%
206
+63
1884
$17K ﹤0.01%
430
-118
1885
$16.9K ﹤0.01%
240
-41
1886
$16.9K ﹤0.01%
257
-15
1887
$16.9K ﹤0.01%
1,750
+818
1888
$16.9K ﹤0.01%
1,825
-71
1889
$16.8K ﹤0.01%
170
+14
1890
$16.8K ﹤0.01%
101
+79
1891
$16.8K ﹤0.01%
159
+2
1892
$16.7K ﹤0.01%
467
+129
1893
$16.7K ﹤0.01%
123
-460
1894
$16.7K ﹤0.01%
401
-93
1895
$16.6K ﹤0.01%
1,000
1896
$16.6K ﹤0.01%
352
1897
$16.6K ﹤0.01%
360
+164
1898
$16.5K ﹤0.01%
+192
1899
$16.5K ﹤0.01%
210
+152
1900
$16.5K ﹤0.01%
371
74 75
76
77 78