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
$2.51B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,149
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$24.7M
3
+$5.96M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.48M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.47M

Top Sells

1
+$42.6M
2
+$9.15M
3
+$4.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

1 Technology 7.52%
2 Consumer Discretionary 5.28%
3 Financials 4.29%
4 Healthcare 3.52%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$3K ﹤0.01%
57
2477
$3K ﹤0.01%
133
+41
2478
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75
2479
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39
2480
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221
-81
2481
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138
+38
2482
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100
2483
$3K ﹤0.01%
+715
2484
$3K ﹤0.01%
55
-11
2485
$3K ﹤0.01%
54
2486
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112
-43
2487
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64
2488
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120
2489
$3K ﹤0.01%
74
-25
2490
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187
+94
2491
$3K ﹤0.01%
19
+8
2492
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48
2493
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93
-64
2494
$3K ﹤0.01%
267
+110
2495
$3K ﹤0.01%
86
2496
$3K ﹤0.01%
935
+51
2497
$3K ﹤0.01%
989
+178
2498
$3K ﹤0.01%
156
2499
$3K ﹤0.01%
201
2500
$3K ﹤0.01%
200
98 99
100
101 102