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
2726
$1K ﹤0.01%
6
-1
2727
$1K ﹤0.01%
+45
2728
$1K ﹤0.01%
97
2729
$1K ﹤0.01%
+83
2730
$1K ﹤0.01%
66
2731
$1K ﹤0.01%
25
2732
$1K ﹤0.01%
+88
2733
$1K ﹤0.01%
20
-59
2734
$1K ﹤0.01%
6
2735
$1K ﹤0.01%
29
+25
2736
$1K ﹤0.01%
+67
2737
$1K ﹤0.01%
+6
2738
$1K ﹤0.01%
+39
2739
$1K ﹤0.01%
+21
2740
$1K ﹤0.01%
+7
2741
$1K ﹤0.01%
32
2742
$1K ﹤0.01%
+44
2743
$1K ﹤0.01%
1
2744
$1K ﹤0.01%
+88
2745
$1K ﹤0.01%
+34
2746
$1K ﹤0.01%
+22
2747
$1K ﹤0.01%
4
-8
2748
$1K ﹤0.01%
+27
2749
$1K ﹤0.01%
+77
2750
$1K ﹤0.01%
+60
108 109
110
111 112