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
1151
$64K ﹤0.01%
1,186
-144
1152
$64K ﹤0.01%
847
+53
1153
$64K ﹤0.01%
3,754
+268
1154
$64K ﹤0.01%
2,117
+346
1155
$64K ﹤0.01%
6,838
-97
1156
$64K ﹤0.01%
3,490
+681
1157
$64K ﹤0.01%
881
+11
1158
$64K ﹤0.01%
962
+773
1159
$64K ﹤0.01%
4,325
1160
$63K ﹤0.01%
482
+125
1161
$63K ﹤0.01%
1,101
1162
$63K ﹤0.01%
974
1163
$63K ﹤0.01%
+2,500
1164
$63K ﹤0.01%
+3,163
1165
$63K ﹤0.01%
307
+39
1166
$63K ﹤0.01%
595
-8
1167
$63K ﹤0.01%
1,800
-55
1168
$63K ﹤0.01%
887
+549
1169
$62K ﹤0.01%
938
-27
1170
$62K ﹤0.01%
873
1171
$62K ﹤0.01%
+1,057
1172
$62K ﹤0.01%
300
+42
1173
$62K ﹤0.01%
150
-1
1174
$62K ﹤0.01%
1,164
1175
$62K ﹤0.01%
1,125
+808
45 46
47
48 49