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
$2.92B
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,477
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$45.1M
3
+$28.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$19.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.3M

Top Sells

1
+$153M
2
+$15.9M
3
+$14.7M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$12.1M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$8.42M

Sector Composition

1 Technology 6.43%
2 Financials 3.81%
3 Consumer Discretionary 3.81%
4 Healthcare 3.61%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$6K ﹤0.01%
436
+336
2352
$6K ﹤0.01%
100
2353
$6K ﹤0.01%
200
2354
$6K ﹤0.01%
150
2355
$6K ﹤0.01%
1,136
-488
2356
$6K ﹤0.01%
82
+3
2357
$6K ﹤0.01%
387
-89
2358
$6K ﹤0.01%
287
-5
2359
$6K ﹤0.01%
77
+39
2360
$6K ﹤0.01%
+800
2361
$6K ﹤0.01%
540
-14
2362
$6K ﹤0.01%
96
-23
2363
$6K ﹤0.01%
+1,417
2364
$6K ﹤0.01%
280
2365
$6K ﹤0.01%
527
+252
2366
$6K ﹤0.01%
29
-55
2367
$6K ﹤0.01%
145
+73
2368
$6K ﹤0.01%
200
2369
$6K ﹤0.01%
114
+23
2370
$6K ﹤0.01%
+826
2371
$6K ﹤0.01%
76
2372
$6K ﹤0.01%
78
+64
2373
$6K ﹤0.01%
355
+30
2374
$6K ﹤0.01%
492
-459
2375
$6K ﹤0.01%
74
+16
93 94
95
96 97