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
2026
$12.6K ﹤0.01%
462
-921
2027
$12.6K ﹤0.01%
154
2028
$12.6K ﹤0.01%
2,413
+2,043
2029
$12.6K ﹤0.01%
134
-14
2030
$12.5K ﹤0.01%
16,000
2031
$12.5K ﹤0.01%
985
2032
$12.5K ﹤0.01%
308
-144
2033
$12.5K ﹤0.01%
1,189
+800
2034
$12.5K ﹤0.01%
130
+1
2035
$12.5K ﹤0.01%
391
-245
2036
$12.5K ﹤0.01%
199
+2
2037
$12.4K ﹤0.01%
1,603
+28
2038
$12.4K ﹤0.01%
141
+92
2039
$12.4K ﹤0.01%
+6,535
2040
$12.4K ﹤0.01%
206
-1,504
2041
$12.4K ﹤0.01%
146
+135
2042
$12.4K ﹤0.01%
153
+22
2043
$12.3K ﹤0.01%
938
-3,590
2044
$12.3K ﹤0.01%
+1,633
2045
$12.3K ﹤0.01%
113
-52
2046
$12.3K ﹤0.01%
233
-50
2047
$12.3K ﹤0.01%
411
+22
2048
$12.3K ﹤0.01%
197
2049
$12.2K ﹤0.01%
321
-105
2050
$12.2K ﹤0.01%
115
-19
80 81
82
83 84