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
2376
$6.07K ﹤0.01%
37
-315
2377
$6.05K ﹤0.01%
78
2378
$6.05K ﹤0.01%
891
+263
2379
$6.04K ﹤0.01%
243
+62
2380
$6.03K ﹤0.01%
148
-140
2381
$6.03K ﹤0.01%
165
2382
$6.02K ﹤0.01%
+1,393
2383
$6.01K ﹤0.01%
576
-160
2384
$5.96K ﹤0.01%
580
+405
2385
$5.96K ﹤0.01%
130
-3
2386
$5.94K ﹤0.01%
204
2387
$5.94K ﹤0.01%
245
2388
$5.93K ﹤0.01%
135
2389
$5.93K ﹤0.01%
+292
2390
$5.93K ﹤0.01%
1,062
+110
2391
$5.92K ﹤0.01%
684
-527
2392
$5.87K ﹤0.01%
100
2393
$5.87K ﹤0.01%
150
+20
2394
$5.87K ﹤0.01%
152
2395
$5.86K ﹤0.01%
+534
2396
$5.86K ﹤0.01%
207
+9
2397
$5.86K ﹤0.01%
54
+44
2398
$5.85K ﹤0.01%
224
+101
2399
$5.85K ﹤0.01%
521
+71
2400
$5.83K ﹤0.01%
76
-90
94 95
96
97 98