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
1401
$39K ﹤0.01%
231
-415
1402
$39K ﹤0.01%
3,120
1403
$39K ﹤0.01%
2,000
1404
$39K ﹤0.01%
519
1405
$39K ﹤0.01%
498
+38
1406
$39K ﹤0.01%
918
+38
1407
$38K ﹤0.01%
893
+271
1408
$38K ﹤0.01%
1,250
1409
$38K ﹤0.01%
198
+93
1410
$37K ﹤0.01%
1,148
-74
1411
$37K ﹤0.01%
+1,500
1412
$37K ﹤0.01%
140
-41
1413
$37K ﹤0.01%
232
-43
1414
$37K ﹤0.01%
274
+12
1415
$37K ﹤0.01%
182
-12
1416
$37K ﹤0.01%
+840
1417
$37K ﹤0.01%
1,325
1418
$37K ﹤0.01%
1,702
+1,331
1419
$37K ﹤0.01%
1,161
1420
$37K ﹤0.01%
467
-69
1421
$37K ﹤0.01%
96
1422
$37K ﹤0.01%
509
+5
1423
$37K ﹤0.01%
721
-38
1424
$37K ﹤0.01%
119
+20
1425
$37K ﹤0.01%
1,687
55 56
57
58 59