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
1351
$43K ﹤0.01%
4,000
1352
$43K ﹤0.01%
2,024
-91
1353
$43K ﹤0.01%
10,000
1354
$42K ﹤0.01%
202
+47
1355
$42K ﹤0.01%
1,952
1356
$42K ﹤0.01%
1,000
1357
$42K ﹤0.01%
1,178
+500
1358
$42K ﹤0.01%
256
+10
1359
$42K ﹤0.01%
14,138
+11,385
1360
$42K ﹤0.01%
1,035
-108
1361
$42K ﹤0.01%
1,081
+120
1362
$42K ﹤0.01%
1,369
+4
1363
$42K ﹤0.01%
5,100
1364
$42K ﹤0.01%
886
+439
1365
$42K ﹤0.01%
+750
1366
$42K ﹤0.01%
733
+18
1367
$42K ﹤0.01%
710
-10
1368
$42K ﹤0.01%
724
1369
$41K ﹤0.01%
9
1370
$41K ﹤0.01%
406
+52
1371
$41K ﹤0.01%
2,129
+262
1372
$41K ﹤0.01%
648
+18
1373
$41K ﹤0.01%
1,200
+484
1374
$41K ﹤0.01%
1,520
1375
$41K ﹤0.01%
184
-3
53 54
55
56 57