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
1276
$48K ﹤0.01%
1,500
1277
$48K ﹤0.01%
680
+5
1278
$48K ﹤0.01%
260
+13
1279
$48K ﹤0.01%
843
+812
1280
$48K ﹤0.01%
1,298
+46
1281
$48K ﹤0.01%
10,495
-10,243
1282
$48K ﹤0.01%
2,149
+114
1283
$48K ﹤0.01%
781
-479
1284
$48K ﹤0.01%
76
1285
$48K ﹤0.01%
368
1286
$48K ﹤0.01%
355
1287
$48K ﹤0.01%
1,300
1288
$48K ﹤0.01%
3,162
+752
1289
$48K ﹤0.01%
1,343
+464
1290
$48K ﹤0.01%
1,077
+394
1291
$47K ﹤0.01%
16,000
1292
$47K ﹤0.01%
650
+9
1293
$47K ﹤0.01%
2,942
+42
1294
$47K ﹤0.01%
785
+629
1295
$47K ﹤0.01%
115
+4
1296
$47K ﹤0.01%
1,115
+915
1297
$47K ﹤0.01%
1,030
+3
1298
$47K ﹤0.01%
821
+547
1299
$47K ﹤0.01%
518
+488
1300
$47K ﹤0.01%
469
+18
50 51
52
53 54