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
976
$94K ﹤0.01%
3,048
+233
977
$93K ﹤0.01%
+908
978
$93K ﹤0.01%
1,705
979
$93K ﹤0.01%
6,860
+356
980
$93K ﹤0.01%
913
+8
981
$93K ﹤0.01%
1,500
982
$93K ﹤0.01%
849
+239
983
$92K ﹤0.01%
48
+2
984
$92K ﹤0.01%
3,759
+89
985
$92K ﹤0.01%
2,777
+75
986
$92K ﹤0.01%
2,560
987
$92K ﹤0.01%
1,578
+24
988
$92K ﹤0.01%
1,337
+6
989
$91K ﹤0.01%
+1,897
990
$91K ﹤0.01%
14,708
+217
991
$91K ﹤0.01%
1,699
-333
992
$91K ﹤0.01%
400
993
$91K ﹤0.01%
27,353
+237
994
$91K ﹤0.01%
1,945
995
$90K ﹤0.01%
813
-14
996
$90K ﹤0.01%
3,137
-38
997
$90K ﹤0.01%
5,912
+84
998
$90K ﹤0.01%
636
+27
999
$90K ﹤0.01%
4,461
-1,351
1000
$90K ﹤0.01%
2,677
+118
38 39
40
41 42