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
1126
$68K ﹤0.01%
6,382
-944
1127
$67K ﹤0.01%
1,160
+483
1128
$67K ﹤0.01%
1,410
-242
1129
$67K ﹤0.01%
526
+57
1130
$67K ﹤0.01%
1,119
1131
$67K ﹤0.01%
687
+7
1132
$67K ﹤0.01%
872
+222
1133
$67K ﹤0.01%
486
1134
$66K ﹤0.01%
742
+608
1135
$66K ﹤0.01%
369
+7
1136
$66K ﹤0.01%
4,296
1137
$66K ﹤0.01%
808
1138
$66K ﹤0.01%
2,003
+1,229
1139
$66K ﹤0.01%
2,976
1140
$66K ﹤0.01%
2,060
+15
1141
$66K ﹤0.01%
300
+17
1142
$66K ﹤0.01%
649
-14
1143
$65K ﹤0.01%
3,494
-187
1144
$65K ﹤0.01%
234
+18
1145
$65K ﹤0.01%
440
+31
1146
$65K ﹤0.01%
561
+79
1147
$65K ﹤0.01%
256
+189
1148
$65K ﹤0.01%
935
+57
1149
$64K ﹤0.01%
1,201
-158
1150
$64K ﹤0.01%
752
+93
44 45
46
47 48