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
2701
$1K ﹤0.01%
+25
2702
$1K ﹤0.01%
+26
2703
$1K ﹤0.01%
+13
2704
$1K ﹤0.01%
23
2705
$1K ﹤0.01%
+25
2706
$1K ﹤0.01%
8
-20
2707
$1K ﹤0.01%
42
-83
2708
$1K ﹤0.01%
+66
2709
$1K ﹤0.01%
19
2710
$1K ﹤0.01%
120
-217
2711
$1K ﹤0.01%
22
-478
2712
$1K ﹤0.01%
88
2713
$1K ﹤0.01%
31
-2
2714
$1K ﹤0.01%
35
-22
2715
$1K ﹤0.01%
13
2716
$1K ﹤0.01%
+142
2717
$1K ﹤0.01%
6
-11
2718
$1K ﹤0.01%
30
+2
2719
$1K ﹤0.01%
+31
2720
$1K ﹤0.01%
26
-88
2721
$1K ﹤0.01%
51
+40
2722
$1K ﹤0.01%
+49
2723
$1K ﹤0.01%
34
2724
$1K ﹤0.01%
+122
2725
$1K ﹤0.01%
16
-20
107 108
109
110 111