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
1326
$44K ﹤0.01%
904
+653
1327
$44K ﹤0.01%
526
+46
1328
$44K ﹤0.01%
336
+51
1329
$44K ﹤0.01%
370
1330
$44K ﹤0.01%
944
+46
1331
$44K ﹤0.01%
856
1332
$44K ﹤0.01%
1,402
+1,037
1333
$44K ﹤0.01%
724
+65
1334
$44K ﹤0.01%
841
+5
1335
$44K ﹤0.01%
1,179
-22
1336
$44K ﹤0.01%
9,466
-3,602
1337
$44K ﹤0.01%
823
-689
1338
$44K ﹤0.01%
569
+376
1339
$43K ﹤0.01%
+2,800
1340
$43K ﹤0.01%
2,313
+943
1341
$43K ﹤0.01%
265
-22
1342
$43K ﹤0.01%
967
-60
1343
$43K ﹤0.01%
4,854
1344
$43K ﹤0.01%
323
1345
$43K ﹤0.01%
3,180
+2,415
1346
$43K ﹤0.01%
169
-110
1347
$43K ﹤0.01%
1,356
-1,779
1348
$43K ﹤0.01%
1,375
+911
1349
$43K ﹤0.01%
818
+203
1350
$43K ﹤0.01%
315
+215
52 53
54
55 56