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
1251
$52K ﹤0.01%
663
+383
1252
$52K ﹤0.01%
3,845
+891
1253
$52K ﹤0.01%
823
1254
$52K ﹤0.01%
1,044
+82
1255
$52K ﹤0.01%
+1,529
1256
$51K ﹤0.01%
1,050
1257
$51K ﹤0.01%
7,500
-2,500
1258
$51K ﹤0.01%
973
+142
1259
$51K ﹤0.01%
315
-35
1260
$51K ﹤0.01%
1,971
-70
1261
$51K ﹤0.01%
294
+73
1262
$51K ﹤0.01%
420
+106
1263
$50K ﹤0.01%
11,818
+4,672
1264
$50K ﹤0.01%
3,300
1265
$50K ﹤0.01%
852
+40
1266
$50K ﹤0.01%
2,443
+229
1267
$50K ﹤0.01%
863
1268
$50K ﹤0.01%
394
+91
1269
$50K ﹤0.01%
11,136
+1,242
1270
$50K ﹤0.01%
979
-200
1271
$49K ﹤0.01%
251
-19
1272
$49K ﹤0.01%
1,049
1273
$49K ﹤0.01%
2,836
+92
1274
$49K ﹤0.01%
363
+203
1275
$49K ﹤0.01%
2,500
49 50
51
52 53