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
2576
$2K ﹤0.01%
53
2577
$2K ﹤0.01%
108
2578
$2K ﹤0.01%
70
+33
2579
$2K ﹤0.01%
70
-28
2580
$2K ﹤0.01%
21
2581
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16
2582
$2K ﹤0.01%
129
2583
$2K ﹤0.01%
32
2584
$2K ﹤0.01%
86
2585
$2K ﹤0.01%
34
+6
2586
$2K ﹤0.01%
+21
2587
$2K ﹤0.01%
25
2588
$2K ﹤0.01%
117
-45
2589
$2K ﹤0.01%
+177
2590
$2K ﹤0.01%
95
+24
2591
$2K ﹤0.01%
59
2592
$2K ﹤0.01%
+20
2593
$2K ﹤0.01%
25
2594
$2K ﹤0.01%
+42
2595
$2K ﹤0.01%
27
-23
2596
$2K ﹤0.01%
+140
2597
$2K ﹤0.01%
20
2598
$2K ﹤0.01%
47
2599
$2K ﹤0.01%
45
2600
$2K ﹤0.01%
159
+70
102 103
104
105 106