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
2376
$6K ﹤0.01%
+395
2377
$6K ﹤0.01%
222
2378
$6K ﹤0.01%
93
-4
2379
$6K ﹤0.01%
310
-240
2380
$6K ﹤0.01%
1
2381
$6K ﹤0.01%
952
+88
2382
$6K ﹤0.01%
250
2383
$6K ﹤0.01%
92
+27
2384
$6K ﹤0.01%
262
+177
2385
$6K ﹤0.01%
+500
2386
$6K ﹤0.01%
261
+158
2387
$6K ﹤0.01%
197
+115
2388
$6K ﹤0.01%
10
-2
2389
$6K ﹤0.01%
170
+94
2390
$6K ﹤0.01%
1,648
+657
2391
$6K ﹤0.01%
+223
2392
$6K ﹤0.01%
2,150
+2,000
2393
$6K ﹤0.01%
605
+55
2394
$6K ﹤0.01%
178
+85
2395
$6K ﹤0.01%
381
-268
2396
$6K ﹤0.01%
308
+235
2397
$6K ﹤0.01%
1,333
-227
2398
$6K ﹤0.01%
+522
2399
$6K ﹤0.01%
+395
2400
$5K ﹤0.01%
144
-344
94 95
96
97 98