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
1951
$13K ﹤0.01%
1,427
+1,139
1952
$13K ﹤0.01%
1,000
1953
$13K ﹤0.01%
338
-65
1954
$13K ﹤0.01%
202
-61
1955
$13K ﹤0.01%
+1,372
1956
$13K ﹤0.01%
513
+161
1957
$13K ﹤0.01%
438
-115
1958
$13K ﹤0.01%
77
+50
1959
$13K ﹤0.01%
1,572
+251
1960
$13K ﹤0.01%
327
+178
1961
$13K ﹤0.01%
396
+64
1962
$13K ﹤0.01%
197
-2
1963
$13K ﹤0.01%
+2,150
1964
$13K ﹤0.01%
+1,237
1965
$13K ﹤0.01%
1,631
+489
1966
$13K ﹤0.01%
579
+251
1967
$13K ﹤0.01%
221
-86
1968
$13K ﹤0.01%
425
+134
1969
$12K ﹤0.01%
79
+44
1970
$12K ﹤0.01%
+4,900
1971
$12K ﹤0.01%
427
+165
1972
$12K ﹤0.01%
1,170
1973
$12K ﹤0.01%
128
-31
1974
$12K ﹤0.01%
583
+500
1975
$12K ﹤0.01%
+584
77 78
79
80 81