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
1376
$41K ﹤0.01%
464
+307
1377
$41K ﹤0.01%
1,260
1378
$41K ﹤0.01%
475
1379
$41K ﹤0.01%
162
+15
1380
$41K ﹤0.01%
1,163
+953
1381
$41K ﹤0.01%
+3,700
1382
$40K ﹤0.01%
6,984
+532
1383
$40K ﹤0.01%
134
+88
1384
$40K ﹤0.01%
2,214
1385
$40K ﹤0.01%
+1,330
1386
$40K ﹤0.01%
536
+10
1387
$40K ﹤0.01%
468
+84
1388
$40K ﹤0.01%
559
-16
1389
$40K ﹤0.01%
465
+82
1390
$40K ﹤0.01%
1,325
+575
1391
$39K ﹤0.01%
1,064
1392
$39K ﹤0.01%
1,203
1393
$39K ﹤0.01%
1,078
1394
$39K ﹤0.01%
662
+476
1395
$39K ﹤0.01%
473
+246
1396
$39K ﹤0.01%
+125
1397
$39K ﹤0.01%
1,376
1398
$39K ﹤0.01%
478
-50
1399
$39K ﹤0.01%
973
+194
1400
$39K ﹤0.01%
402
-21
54 55
56
57 58