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
1226
$55K ﹤0.01%
1,402
+133
1227
$55K ﹤0.01%
1,469
+543
1228
$55K ﹤0.01%
295
+64
1229
$55K ﹤0.01%
1,248
+647
1230
$54K ﹤0.01%
340
-23
1231
$54K ﹤0.01%
668
+45
1232
$54K ﹤0.01%
2,180
-500
1233
$54K ﹤0.01%
469
-56
1234
$54K ﹤0.01%
1,353
1235
$53K ﹤0.01%
297
+8
1236
$53K ﹤0.01%
710
1237
$53K ﹤0.01%
1,000
1238
$53K ﹤0.01%
2,148
+707
1239
$53K ﹤0.01%
1,323
+57
1240
$53K ﹤0.01%
372
+250
1241
$53K ﹤0.01%
2,980
+223
1242
$52K ﹤0.01%
15,206
+2,514
1243
$52K ﹤0.01%
340
+11
1244
$52K ﹤0.01%
1,581
1245
$52K ﹤0.01%
11,177
+720
1246
$52K ﹤0.01%
552
+131
1247
$52K ﹤0.01%
997
1248
$52K ﹤0.01%
736
+99
1249
$52K ﹤0.01%
5,244
+92
1250
$52K ﹤0.01%
+1,700
48 49
50
51 52