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
1076
$76K ﹤0.01%
3,355
+2,016
1077
$76K ﹤0.01%
484
+80
1078
$76K ﹤0.01%
2,077
+75
1079
$75K ﹤0.01%
+4,155
1080
$75K ﹤0.01%
1,013
+98
1081
$75K ﹤0.01%
956
1082
$75K ﹤0.01%
1,371
+715
1083
$75K ﹤0.01%
736
+12
1084
$75K ﹤0.01%
63
1085
$75K ﹤0.01%
2,404
+90
1086
$75K ﹤0.01%
1,675
+800
1087
$75K ﹤0.01%
609
+125
1088
$74K ﹤0.01%
2,621
-53
1089
$74K ﹤0.01%
528
+23
1090
$74K ﹤0.01%
1,064
-16
1091
$74K ﹤0.01%
19
+2
1092
$74K ﹤0.01%
2,149
+370
1093
$73K ﹤0.01%
688
+174
1094
$73K ﹤0.01%
2,383
+278
1095
$73K ﹤0.01%
2,027
1096
$73K ﹤0.01%
633
+393
1097
$73K ﹤0.01%
1,285
+1,010
1098
$73K ﹤0.01%
2,235
+22
1099
$73K ﹤0.01%
1,396
+90
1100
$73K ﹤0.01%
3,183
+2,049
42 43
44
45 46