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
876
$117K ﹤0.01%
389
+33
877
$117K ﹤0.01%
251
+126
878
$117K ﹤0.01%
887
+17
879
$117K ﹤0.01%
4,307
880
$117K ﹤0.01%
402
+23
881
$116K ﹤0.01%
988
+85
882
$116K ﹤0.01%
875
883
$116K ﹤0.01%
4,800
884
$116K ﹤0.01%
4,500
885
$116K ﹤0.01%
8,118
-7,389
886
$115K ﹤0.01%
2,534
-17
887
$115K ﹤0.01%
3,596
-2,148
888
$115K ﹤0.01%
932
+83
889
$115K ﹤0.01%
2,751
-521
890
$115K ﹤0.01%
644
-20
891
$115K ﹤0.01%
248
+44
892
$115K ﹤0.01%
5,565
+156
893
$114K ﹤0.01%
+2,325
894
$114K ﹤0.01%
5,363
-226
895
$114K ﹤0.01%
+8,123
896
$114K ﹤0.01%
863
897
$113K ﹤0.01%
2,535
898
$113K ﹤0.01%
4,613
+681
899
$113K ﹤0.01%
9,925
900
$113K ﹤0.01%
3,176
+524
34 35
36
37 38