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
401
$435K 0.02%
5,433
+4,163
402
$431K 0.02%
3,300
-269
403
$430K 0.02%
2,627
+9
404
$429K 0.02%
4,364
+346
405
$427K 0.02%
3,277
-217
406
$427K 0.02%
1,155
-4
407
$425K 0.02%
7,281
+1,372
408
$424K 0.02%
3,503
+355
409
$424K 0.02%
40,026
-891
410
$423K 0.02%
10,354
+159
411
$421K 0.02%
10,332
-456
412
$420K 0.02%
1,974
+377
413
$419K 0.02%
4,918
+1,006
414
$419K 0.02%
11,513
+671
415
$419K 0.02%
1,631
+189
416
$418K 0.02%
2,406
-110
417
$417K 0.02%
268
+4
418
$416K 0.02%
6,891
-251
419
$414K 0.02%
4,713
+233
420
$413K 0.02%
2,624
+349
421
$413K 0.02%
943
+5
422
$411K 0.02%
3,573
-81
423
$411K 0.02%
5,494
+860
424
$410K 0.02%
2,435
+13
425
$410K 0.02%
14,921
+33
15 16
17
18 19