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
1201
$58K ﹤0.01%
1,207
-100
1202
$58K ﹤0.01%
1,010
+67
1203
$58K ﹤0.01%
1,072
1204
$58K ﹤0.01%
910
+7
1205
$58K ﹤0.01%
896
+16
1206
$58K ﹤0.01%
+4,838
1207
$57K ﹤0.01%
221
-3
1208
$57K ﹤0.01%
+883
1209
$57K ﹤0.01%
1,776
1210
$57K ﹤0.01%
667
+1
1211
$57K ﹤0.01%
2,083
+1,043
1212
$57K ﹤0.01%
763
-28
1213
$57K ﹤0.01%
299
1214
$57K ﹤0.01%
1,668
-127
1215
$57K ﹤0.01%
705
+535
1216
$57K ﹤0.01%
1,128
-649
1217
$56K ﹤0.01%
1,825
+518
1218
$56K ﹤0.01%
924
1219
$56K ﹤0.01%
1,696
+37
1220
$56K ﹤0.01%
456
+172
1221
$56K ﹤0.01%
3,635
+1,210
1222
$56K ﹤0.01%
1,214
+67
1223
$56K ﹤0.01%
1,710
1224
$55K ﹤0.01%
2,032
+274
1225
$55K ﹤0.01%
2,075
+251
47 48
49
50 51