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
1176
$62K ﹤0.01%
792
-5
1177
$61K ﹤0.01%
3,094
+194
1178
$61K ﹤0.01%
4,442
-91
1179
$61K ﹤0.01%
1,319
+11
1180
$61K ﹤0.01%
900
1181
$61K ﹤0.01%
1,360
+854
1182
$61K ﹤0.01%
684
+554
1183
$60K ﹤0.01%
891
-28
1184
$60K ﹤0.01%
2,790
-77
1185
$60K ﹤0.01%
773
+45
1186
$60K ﹤0.01%
907
+24
1187
$60K ﹤0.01%
760
+268
1188
$60K ﹤0.01%
1,470
+198
1189
$60K ﹤0.01%
1,605
+21
1190
$60K ﹤0.01%
2,887
1191
$60K ﹤0.01%
413
+39
1192
$60K ﹤0.01%
+2,700
1193
$60K ﹤0.01%
1,162
-115
1194
$59K ﹤0.01%
736
+106
1195
$59K ﹤0.01%
4,699
+16
1196
$59K ﹤0.01%
5,075
1197
$59K ﹤0.01%
877
1198
$59K ﹤0.01%
1,505
-185
1199
$59K ﹤0.01%
+2,250
1200
$58K ﹤0.01%
1,155
+1,066
46 47
48
49 50