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
2851
$1K ﹤0.01%
+5
2852
$1K ﹤0.01%
30
+3
2853
$1K ﹤0.01%
+46
2854
$1K ﹤0.01%
+14
2855
$1K ﹤0.01%
+16
2856
$1K ﹤0.01%
+19
2857
$1K ﹤0.01%
+32
2858
$1K ﹤0.01%
24
+9
2859
$1K ﹤0.01%
41
-41
2860
$1K ﹤0.01%
17
-22
2861
$1K ﹤0.01%
40
2862
$1K ﹤0.01%
+46
2863
$1K ﹤0.01%
+7
2864
$1K ﹤0.01%
17
-6
2865
$1K ﹤0.01%
+45
2866
$1K ﹤0.01%
+15
2867
$1K ﹤0.01%
+30
2868
$1K ﹤0.01%
+62
2869
$1K ﹤0.01%
+163
2870
$1K ﹤0.01%
+30
2871
$1K ﹤0.01%
20
2872
$1K ﹤0.01%
+17
2873
$1K ﹤0.01%
+25
2874
$1K ﹤0.01%
+110
2875
$1K ﹤0.01%
147
+15
113 114
115
116 117