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
2776
$1K ﹤0.01%
+2
2777
$1K ﹤0.01%
+55
2778
$1K ﹤0.01%
+17
2779
$1K ﹤0.01%
3
2780
$1K ﹤0.01%
+65
2781
$1K ﹤0.01%
+79
2782
$1K ﹤0.01%
53
+20
2783
$1K ﹤0.01%
358
2784
$1K ﹤0.01%
+13
2785
$1K ﹤0.01%
+29
2786
$1K ﹤0.01%
+78
2787
$1K ﹤0.01%
+126
2788
$1K ﹤0.01%
111
2789
$1K ﹤0.01%
+59
2790
$1K ﹤0.01%
+14
2791
$1K ﹤0.01%
+122
2792
$1K ﹤0.01%
300
-300
2793
$1K ﹤0.01%
+72
2794
$1K ﹤0.01%
+8
2795
$1K ﹤0.01%
12
2796
$1K ﹤0.01%
+16
2797
$1K ﹤0.01%
+4
2798
$1K ﹤0.01%
+36
2799
$1K ﹤0.01%
+60
2800
$1K ﹤0.01%
26
110 111
112
113 114