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
2676
$1K ﹤0.01%
23
2677
$1K ﹤0.01%
+35
2678
$1K ﹤0.01%
+10
2679
$1K ﹤0.01%
+13
2680
$1K ﹤0.01%
+18
2681
$1K ﹤0.01%
+16
2682
$1K ﹤0.01%
20
2683
$1K ﹤0.01%
64
-54
2684
$1K ﹤0.01%
+53
2685
$1K ﹤0.01%
57
-41
2686
$1K ﹤0.01%
+13
2687
$1K ﹤0.01%
+39
2688
$1K ﹤0.01%
+13
2689
$1K ﹤0.01%
14
-32
2690
$1K ﹤0.01%
47
2691
$1K ﹤0.01%
+11
2692
$1K ﹤0.01%
63
+29
2693
$1K ﹤0.01%
30
2694
$1K ﹤0.01%
5
-6
2695
$1K ﹤0.01%
14
2696
$1K ﹤0.01%
132
2697
$1K ﹤0.01%
+164
2698
$1K ﹤0.01%
+30
2699
$1K ﹤0.01%
2,500
2700
$1K ﹤0.01%
36
106 107
108
109 110