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
1901
$16.4K ﹤0.01%
85
-7
1902
$16.4K ﹤0.01%
508
+89
1903
$16.4K ﹤0.01%
214
+11
1904
$16.3K ﹤0.01%
1,606
+418
1905
$16.3K ﹤0.01%
511
-2
1906
$16.3K ﹤0.01%
1,838
+378
1907
$16.3K ﹤0.01%
198
+103
1908
$16.3K ﹤0.01%
875
-429
1909
$16.2K ﹤0.01%
455
1910
$16.2K ﹤0.01%
285
+128
1911
$16.2K ﹤0.01%
677
+136
1912
$16.2K ﹤0.01%
2,476
+380
1913
$16.1K ﹤0.01%
801
+589
1914
$16.1K ﹤0.01%
2,558
+836
1915
$16K ﹤0.01%
442
-34
1916
$16K ﹤0.01%
303
1917
$16K ﹤0.01%
414
+18
1918
$15.8K ﹤0.01%
+200
1919
$15.7K ﹤0.01%
158
-16
1920
$15.7K ﹤0.01%
311
+196
1921
$15.7K ﹤0.01%
682
-33
1922
$15.7K ﹤0.01%
323
+163
1923
$15.7K ﹤0.01%
198
-2
1924
$15.7K ﹤0.01%
897
1925
$15.7K ﹤0.01%
145
75 76
77
78 79