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
1951
$14.7K ﹤0.01%
814
-125
1952
$14.7K ﹤0.01%
69
1953
$14.6K ﹤0.01%
155
+37
1954
$14.6K ﹤0.01%
+225
1955
$14.5K ﹤0.01%
3,716
1956
$14.4K ﹤0.01%
+310
1957
$14.4K ﹤0.01%
+587
1958
$14.3K ﹤0.01%
264
-5
1959
$14.3K ﹤0.01%
197
1960
$14.3K ﹤0.01%
275
+119
1961
$14.3K ﹤0.01%
139
-36
1962
$14.2K ﹤0.01%
321
+282
1963
$14.2K ﹤0.01%
956
+633
1964
$14.2K ﹤0.01%
+138
1965
$14.2K ﹤0.01%
438
-200
1966
$14.2K ﹤0.01%
268
+128
1967
$14.2K ﹤0.01%
1,139
-2,479
1968
$14.1K ﹤0.01%
349
-46
1969
$14.1K ﹤0.01%
54
+8
1970
$14.1K ﹤0.01%
2,097
+97
1971
$14.1K ﹤0.01%
1,226
+56
1972
$14.1K ﹤0.01%
173
+45
1973
$14K ﹤0.01%
955
1974
$14K ﹤0.01%
4,500
1975
$14K ﹤0.01%
810
+10
77 78
79
80 81