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
1476
$33K ﹤0.01%
214
1477
$33K ﹤0.01%
555
+133
1478
$33K ﹤0.01%
507
-56
1479
$33K ﹤0.01%
82
1480
$33K ﹤0.01%
400
+100
1481
$33K ﹤0.01%
179
+7
1482
$33K ﹤0.01%
29
-13
1483
$33K ﹤0.01%
347
+16
1484
$33K ﹤0.01%
1,549
+48
1485
$33K ﹤0.01%
+562
1486
$33K ﹤0.01%
1,647
+156
1487
$33K ﹤0.01%
890
-888
1488
$33K ﹤0.01%
332
+49
1489
$33K ﹤0.01%
249
+16
1490
$33K ﹤0.01%
373
+3
1491
$33K ﹤0.01%
424
+24
1492
$33K ﹤0.01%
920
+70
1493
$33K ﹤0.01%
1,423
+366
1494
$33K ﹤0.01%
449
+19
1495
$33K ﹤0.01%
725
+52
1496
$33K ﹤0.01%
462
+303
1497
$33K ﹤0.01%
808
+588
1498
$33K ﹤0.01%
421
+302
1499
$32K ﹤0.01%
301
1500
$32K ﹤0.01%
153
+7
58 59
60
61 62