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
2601
$2K ﹤0.01%
9
-5
2602
$2K ﹤0.01%
+100
2603
$2K ﹤0.01%
380
2604
$2K ﹤0.01%
+5
2605
$2K ﹤0.01%
45
2606
$2K ﹤0.01%
26
-2
2607
$2K ﹤0.01%
66
+26
2608
$2K ﹤0.01%
6
2609
$2K ﹤0.01%
+179
2610
$2K ﹤0.01%
26
2611
$2K ﹤0.01%
85
2612
$2K ﹤0.01%
30
2613
$2K ﹤0.01%
+20
2614
$2K ﹤0.01%
+300
2615
$2K ﹤0.01%
69
2616
$2K ﹤0.01%
+86
2617
$2K ﹤0.01%
53
+39
2618
$2K ﹤0.01%
+77
2619
$2K ﹤0.01%
99
2620
$2K ﹤0.01%
233
2621
$2K ﹤0.01%
34
2622
$2K ﹤0.01%
75
2623
$2K ﹤0.01%
61
2624
$2K ﹤0.01%
100
+65
2625
$2K ﹤0.01%
14
+3
103 104
105
106 107