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
2151
$9.94K ﹤0.01%
176
-8
2152
$9.93K ﹤0.01%
2,100
-3,725
2153
$9.92K ﹤0.01%
105
-800
2154
$9.9K ﹤0.01%
72
-8
2155
$9.89K ﹤0.01%
934
+2
2156
$9.88K ﹤0.01%
65
-102
2157
$9.86K ﹤0.01%
1,068
+964
2158
$9.85K ﹤0.01%
85
-7
2159
$9.85K ﹤0.01%
72
+2
2160
$9.85K ﹤0.01%
126
-3,170
2161
$9.81K ﹤0.01%
+182
2162
$9.77K ﹤0.01%
5,254
+160
2163
$9.77K ﹤0.01%
206
-87
2164
$9.75K ﹤0.01%
438
+98
2165
$9.71K ﹤0.01%
503
+76
2166
$9.66K ﹤0.01%
628
-7,237
2167
$9.63K ﹤0.01%
729
-14
2168
$9.62K ﹤0.01%
352
+10
2169
$9.6K ﹤0.01%
399
-127
2170
$9.6K ﹤0.01%
523
+3
2171
$9.57K ﹤0.01%
375
2172
$9.57K ﹤0.01%
678
-762
2173
$9.56K ﹤0.01%
495
+59
2174
$9.54K ﹤0.01%
91
+40
2175
$9.53K ﹤0.01%
2,668
+1,098
85 86
87
88 89