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
2526
$2K ﹤0.01%
42
+1
2527
$2K ﹤0.01%
+29
2528
$2K ﹤0.01%
30
-66
2529
$2K ﹤0.01%
101
2530
$2K ﹤0.01%
39
2531
$2K ﹤0.01%
76
2532
$2K ﹤0.01%
160
-198
2533
$2K ﹤0.01%
19
+4
2534
$2K ﹤0.01%
106
-300
2535
$2K ﹤0.01%
55
2536
$2K ﹤0.01%
11
2537
$2K ﹤0.01%
51
-14
2538
$2K ﹤0.01%
85
2539
$2K ﹤0.01%
+11
2540
$2K ﹤0.01%
201
2541
$2K ﹤0.01%
81
+15
2542
$2K ﹤0.01%
+39
2543
$2K ﹤0.01%
111
2544
$2K ﹤0.01%
20
2545
$2K ﹤0.01%
300
2546
$2K ﹤0.01%
271
2547
$2K ﹤0.01%
116
2548
$2K ﹤0.01%
500
2549
$2K ﹤0.01%
58
+22
2550
$2K ﹤0.01%
150
100 101
102
103 104