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
376
$466K 0.02%
6,968
-8
377
$464K 0.02%
15,358
+2,323
378
$464K 0.02%
13,654
+2,026
379
$462K 0.02%
47,829
+2,226
380
$462K 0.02%
14,606
-2,486
381
$462K 0.02%
+10,256
382
$460K 0.02%
1,882
-50
383
$458K 0.02%
6,803
-1,744
384
$457K 0.02%
9,581
+876
385
$457K 0.02%
1,409
+64
386
$457K 0.02%
32,006
387
$455K 0.02%
10,662
+668
388
$453K 0.02%
26,775
+2,580
389
$452K 0.02%
4,560
+192
390
$450K 0.02%
10,789
+7,214
391
$448K 0.02%
8,556
+2,000
392
$446K 0.02%
6,774
+349
393
$445K 0.02%
1,836
+268
394
$445K 0.02%
4,581
-429
395
$443K 0.02%
8,954
+1,150
396
$443K 0.02%
552
+50
397
$442K 0.02%
8,325
+877
398
$438K 0.02%
+17,984
399
$437K 0.02%
13,665
+580
400
$437K 0.02%
6,063
+1,214
14 15
16
17 18