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
1426
$37K ﹤0.01%
150
-392
1427
$36K ﹤0.01%
1,399
1428
$36K ﹤0.01%
933
+500
1429
$36K ﹤0.01%
687
1430
$36K ﹤0.01%
1,625
1431
$36K ﹤0.01%
903
1432
$36K ﹤0.01%
404
-36
1433
$36K ﹤0.01%
1,695
+1,200
1434
$36K ﹤0.01%
+2,700
1435
$36K ﹤0.01%
322
1436
$35K ﹤0.01%
+2,500
1437
$35K ﹤0.01%
677
+400
1438
$35K ﹤0.01%
1,074
-182
1439
$35K ﹤0.01%
38
-36
1440
$35K ﹤0.01%
350
1441
$35K ﹤0.01%
175
-31
1442
$35K ﹤0.01%
+3,125
1443
$35K ﹤0.01%
1,327
+257
1444
$35K ﹤0.01%
616
-28
1445
$35K ﹤0.01%
882
1446
$35K ﹤0.01%
1,072
+34
1447
$35K ﹤0.01%
956
+60
1448
$35K ﹤0.01%
387
+42
1449
$35K ﹤0.01%
288
+5
1450
$35K ﹤0.01%
294
+183
56 57
58
59 60