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
426
$409K 0.02%
801
+95
427
$403K 0.02%
5,214
-276
428
$402K 0.02%
5,636
+80
429
$400K 0.02%
1,624
+31
430
$398K 0.02%
6,979
+864
431
$396K 0.02%
1,592
+273
432
$396K 0.02%
8,907
+11
433
$392K 0.02%
1,720
+260
434
$391K 0.02%
8,215
+205
435
$391K 0.02%
4,427
+70
436
$390K 0.02%
10,937
-127
437
$389K 0.02%
4,302
+694
438
$389K 0.02%
3,223
+868
439
$388K 0.02%
88,502
+14,754
440
$387K 0.02%
31,639
+2,247
441
$387K 0.02%
4,951
+176
442
$386K 0.02%
11,743
+1,328
443
$385K 0.02%
9,002
+1,528
444
$384K 0.02%
2,370
-90
445
$379K 0.02%
2,476
+2,063
446
$377K 0.02%
46,883
-109
447
$377K 0.02%
1,300
-48
448
$376K 0.02%
10,163
-6
449
$375K 0.02%
2,475
+175
450
$375K 0.02%
2,966
+248
16 17
18
19 20