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
1526
$31K ﹤0.01%
722
+81
1527
$31K ﹤0.01%
580
1528
$31K ﹤0.01%
720
+553
1529
$30K ﹤0.01%
1,297
+209
1530
$30K ﹤0.01%
1,616
1531
$30K ﹤0.01%
1,533
1532
$30K ﹤0.01%
157
-3
1533
$30K ﹤0.01%
873
+12
1534
$30K ﹤0.01%
700
1535
$30K ﹤0.01%
323
1536
$30K ﹤0.01%
870
+551
1537
$30K ﹤0.01%
1,733
+477
1538
$30K ﹤0.01%
183
+26
1539
$30K ﹤0.01%
239
+60
1540
$30K ﹤0.01%
299
+151
1541
$30K ﹤0.01%
+400
1542
$30K ﹤0.01%
+1,491
1543
$30K ﹤0.01%
371
+15
1544
$30K ﹤0.01%
1,320
+6
1545
$30K ﹤0.01%
1,305
-255
1546
$30K ﹤0.01%
6,316
+74
1547
$29K ﹤0.01%
3,276
1548
$29K ﹤0.01%
371
+100
1549
$29K ﹤0.01%
61
-22
1550
$29K ﹤0.01%
1,503
60 61
62
63 64