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
2826
$1K ﹤0.01%
+87
2827
$1K ﹤0.01%
+19
2828
$1K ﹤0.01%
+18
2829
$1K ﹤0.01%
+68
2830
$1K ﹤0.01%
+3
2831
$1K ﹤0.01%
19
2832
$1K ﹤0.01%
+5
2833
$1K ﹤0.01%
+176
2834
$1K ﹤0.01%
37
-307
2835
$1K ﹤0.01%
+12
2836
$1K ﹤0.01%
+82
2837
$1K ﹤0.01%
72
-62
2838
$1K ﹤0.01%
20
2839
$1K ﹤0.01%
+6
2840
$1K ﹤0.01%
39
2841
$1K ﹤0.01%
+15
2842
$1K ﹤0.01%
+6
2843
$1K ﹤0.01%
+19
2844
$1K ﹤0.01%
+8
2845
$1K ﹤0.01%
+74
2846
$1K ﹤0.01%
+120
2847
$1K ﹤0.01%
224
-720
2848
$1K ﹤0.01%
24
2849
$1K ﹤0.01%
+20
2850
$1K ﹤0.01%
77
112 113
114
115 116