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
2801
$1K ﹤0.01%
+93
2802
$1K ﹤0.01%
+111
2803
$1K ﹤0.01%
33
2804
$1K ﹤0.01%
+71
2805
$1K ﹤0.01%
100
2806
$1K ﹤0.01%
+29
2807
$1K ﹤0.01%
57
2808
$1K ﹤0.01%
349
2809
$1K ﹤0.01%
44
2810
$1K ﹤0.01%
+87
2811
$1K ﹤0.01%
+35
2812
$1K ﹤0.01%
+34
2813
$1K ﹤0.01%
58
2814
$1K ﹤0.01%
+19
2815
$1K ﹤0.01%
+61
2816
$1K ﹤0.01%
148
+14
2817
$1K ﹤0.01%
22
2818
$1K ﹤0.01%
173
-14
2819
$1K ﹤0.01%
+31
2820
$1K ﹤0.01%
16
2821
$1K ﹤0.01%
+52
2822
$1K ﹤0.01%
+14
2823
$1K ﹤0.01%
11
2824
$1K ﹤0.01%
+62
2825
$1K ﹤0.01%
40
111 112
113
114 115