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
776
$151K 0.01%
4,330
+2,000
777
$151K 0.01%
1,459
+250
778
$151K 0.01%
952
779
$151K 0.01%
3,140
+1,483
780
$151K 0.01%
4,778
+2,058
781
$151K 0.01%
2,853
+217
782
$151K 0.01%
6,668
+606
783
$150K 0.01%
30,381
+2,000
784
$150K 0.01%
1,252
+281
785
$150K 0.01%
822
+74
786
$150K 0.01%
13,800
787
$150K 0.01%
4,246
+2,021
788
$150K 0.01%
5,493
+29
789
$148K 0.01%
461
+59
790
$148K 0.01%
4,446
+790
791
$148K 0.01%
1,881
-184
792
$147K 0.01%
9,826
+479
793
$147K 0.01%
1,308
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794
$146K 0.01%
5,055
+1,549
795
$146K 0.01%
3,449
+8
796
$146K 0.01%
16,633
+329
797
$146K 0.01%
2,169
+106
798
$145K 0.01%
1,471
+320
799
$145K 0.01%
1,596
+309
800
$145K 0.01%
320
-21
30 31
32
33 34