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
2126
$10.4K ﹤0.01%
865
2127
$10.3K ﹤0.01%
+469
2128
$10.3K ﹤0.01%
138
-12
2129
$10.3K ﹤0.01%
332
-169
2130
$10.3K ﹤0.01%
321
+169
2131
$10.3K ﹤0.01%
383
2132
$10.2K ﹤0.01%
180
-29
2133
$10.2K ﹤0.01%
+2,000
2134
$10.2K ﹤0.01%
369
+363
2135
$10.1K ﹤0.01%
251
+73
2136
$10.1K ﹤0.01%
262
+3
2137
$10.1K ﹤0.01%
232
-47
2138
$10.1K ﹤0.01%
89
+9
2139
$10.1K ﹤0.01%
1,700
+836
2140
$10.1K ﹤0.01%
1,129
2141
$10.1K ﹤0.01%
127
+7
2142
$10K ﹤0.01%
1,223
+46
2143
$10K ﹤0.01%
116
-34
2144
$10K ﹤0.01%
280
-122
2145
$10K ﹤0.01%
288
+210
2146
$10K ﹤0.01%
186
+8
2147
$9.99K ﹤0.01%
194
-532
2148
$9.99K ﹤0.01%
461
+85
2149
$9.98K ﹤0.01%
220
+20
2150
$9.95K ﹤0.01%
1,193
-179
84 85
86
87 88