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
1976
$14K ﹤0.01%
1,311
+1,279
1977
$13.9K ﹤0.01%
+450
1978
$13.9K ﹤0.01%
7,252
+4,172
1979
$13.9K ﹤0.01%
132
-36
1980
$13.9K ﹤0.01%
1,742
+111
1981
$13.9K ﹤0.01%
4,250
+2,213
1982
$13.8K ﹤0.01%
187
-88
1983
$13.8K ﹤0.01%
405
-174
1984
$13.8K ﹤0.01%
2,257
-2,420
1985
$13.8K ﹤0.01%
174
+64
1986
$13.7K ﹤0.01%
+3,456
1987
$13.7K ﹤0.01%
472
+287
1988
$13.7K ﹤0.01%
984
+478
1989
$13.6K ﹤0.01%
265
-62
1990
$13.6K ﹤0.01%
561
+387
1991
$13.5K ﹤0.01%
213
1992
$13.5K ﹤0.01%
830
+655
1993
$13.5K ﹤0.01%
222
+1
1994
$13.5K ﹤0.01%
288
+37
1995
$13.4K ﹤0.01%
323
-125
1996
$13.4K ﹤0.01%
507
+110
1997
$13.4K ﹤0.01%
479
-233
1998
$13.4K ﹤0.01%
58
-19
1999
$13.4K ﹤0.01%
1,605
+532
2000
$13.4K ﹤0.01%
264
78 79
80
81 82