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
951
$101K ﹤0.01%
+2,180
952
$100K ﹤0.01%
2,701
953
$100K ﹤0.01%
1,091
+92
954
$100K ﹤0.01%
1,158
955
$100K ﹤0.01%
+5,000
956
$100K ﹤0.01%
3,119
-981
957
$99K ﹤0.01%
2,314
+70
958
$99K ﹤0.01%
119
-68
959
$99K ﹤0.01%
898
+150
960
$99K ﹤0.01%
445
+60
961
$98K ﹤0.01%
1,312
+126
962
$98K ﹤0.01%
2,067
963
$97K ﹤0.01%
1,201
-137
964
$97K ﹤0.01%
1,186
+146
965
$97K ﹤0.01%
17,078
+42
966
$97K ﹤0.01%
3,150
967
$96K ﹤0.01%
2,781
968
$96K ﹤0.01%
2,379
-136
969
$96K ﹤0.01%
849
970
$95K ﹤0.01%
6,258
+94
971
$95K ﹤0.01%
284
+19
972
$95K ﹤0.01%
1,418
-28
973
$95K ﹤0.01%
2,033
+1,204
974
$94K ﹤0.01%
755
+293
975
$94K ﹤0.01%
6,028
+1,653
37 38
39
40 41