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
1051
$80K ﹤0.01%
578
-35
1052
$80K ﹤0.01%
827
+144
1053
$80K ﹤0.01%
1,286
+647
1054
$80K ﹤0.01%
885
-2,150
1055
$80K ﹤0.01%
329
-14
1056
$80K ﹤0.01%
549
+388
1057
$80K ﹤0.01%
1,598
-1,867
1058
$80K ﹤0.01%
+7,676
1059
$80K ﹤0.01%
1,815
+282
1060
$79K ﹤0.01%
907
+715
1061
$79K ﹤0.01%
1,390
+161
1062
$78K ﹤0.01%
1,366
+608
1063
$78K ﹤0.01%
700
1064
$78K ﹤0.01%
589
-875
1065
$77K ﹤0.01%
3,926
+1,963
1066
$77K ﹤0.01%
898
-16
1067
$77K ﹤0.01%
2,054
+922
1068
$77K ﹤0.01%
335
-10
1069
$76K ﹤0.01%
2,697
+385
1070
$76K ﹤0.01%
6,147
+2,829
1071
$76K ﹤0.01%
1,865
+86
1072
$76K ﹤0.01%
1,653
+340
1073
$76K ﹤0.01%
639
-21
1074
$76K ﹤0.01%
1,721
+46
1075
$76K ﹤0.01%
701
+45
41 42
43
44 45