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
2626
$2K ﹤0.01%
131
-5
2627
$2K ﹤0.01%
64
2628
$2K ﹤0.01%
+100
2629
$2K ﹤0.01%
104
2630
$2K ﹤0.01%
35
2631
$2K ﹤0.01%
36
+6
2632
$2K ﹤0.01%
+60
2633
$2K ﹤0.01%
26
+6
2634
$2K ﹤0.01%
19
-17
2635
$2K ﹤0.01%
9
2636
$2K ﹤0.01%
23
2637
$2K ﹤0.01%
97
2638
$2K ﹤0.01%
34
+7
2639
$2K ﹤0.01%
+35
2640
$2K ﹤0.01%
103
2641
$2K ﹤0.01%
75
+14
2642
$2K ﹤0.01%
26
2643
$2K ﹤0.01%
34
2644
$2K ﹤0.01%
32
+6
2645
$2K ﹤0.01%
27
-32
2646
$2K ﹤0.01%
24
2647
$2K ﹤0.01%
40
2648
$2K ﹤0.01%
23
2649
$2K ﹤0.01%
26
+17
2650
$2K ﹤0.01%
62
-66
104 105
106
107 108