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
2876
$1K ﹤0.01%
9
2877
$1K ﹤0.01%
42
2878
$1K ﹤0.01%
+39
2879
$1K ﹤0.01%
30
2880
$1K ﹤0.01%
+29
2881
$1K ﹤0.01%
+33
2882
$1K ﹤0.01%
+73
2883
$1K ﹤0.01%
27
2884
$1K ﹤0.01%
+108
2885
$1K ﹤0.01%
37
2886
$1K ﹤0.01%
18
-15
2887
$1K ﹤0.01%
30
+15
2888
$1K ﹤0.01%
31
2889
$1K ﹤0.01%
+49
2890
$1K ﹤0.01%
46
+11
2891
$1K ﹤0.01%
+9
2892
$1K ﹤0.01%
+83
2893
$1K ﹤0.01%
42
2894
$1K ﹤0.01%
14
+11
2895
$1K ﹤0.01%
+59
2896
$1K ﹤0.01%
+109
2897
$1K ﹤0.01%
+25
2898
$1K ﹤0.01%
22
2899
$1K ﹤0.01%
23
2900
$1K ﹤0.01%
+79
114 115
116
117 118