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
1301
$47K ﹤0.01%
594
+259
1302
$46K ﹤0.01%
1,000
1303
$46K ﹤0.01%
312
+11
1304
$46K ﹤0.01%
1,350
-154
1305
$46K ﹤0.01%
279
+48
1306
$46K ﹤0.01%
707
+41
1307
$46K ﹤0.01%
185
+21
1308
$46K ﹤0.01%
319
+134
1309
$46K ﹤0.01%
2,955
-293
1310
$46K ﹤0.01%
336
+1
1311
$46K ﹤0.01%
678
+9
1312
$46K ﹤0.01%
878
-20
1313
$46K ﹤0.01%
2,919
+1,499
1314
$46K ﹤0.01%
1,277
-33
1315
$46K ﹤0.01%
856
+85
1316
$46K ﹤0.01%
2,000
1317
$45K ﹤0.01%
+266
1318
$45K ﹤0.01%
978
+172
1319
$45K ﹤0.01%
+340
1320
$45K ﹤0.01%
1,973
+17
1321
$45K ﹤0.01%
758
-56
1322
$45K ﹤0.01%
1,839
1323
$45K ﹤0.01%
752
1324
$44K ﹤0.01%
1,650
+1,477
1325
$44K ﹤0.01%
2,141
+194
51 52
53
54 55