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
1551
$29K ﹤0.01%
529
+10
1552
$29K ﹤0.01%
931
+72
1553
$29K ﹤0.01%
600
1554
$29K ﹤0.01%
192
1555
$29K ﹤0.01%
500
-1,100
1556
$29K ﹤0.01%
916
1557
$29K ﹤0.01%
1,535
1558
$29K ﹤0.01%
1,702
1559
$29K ﹤0.01%
915
1560
$29K ﹤0.01%
953
+187
1561
$29K ﹤0.01%
96
+62
1562
$29K ﹤0.01%
+1,501
1563
$29K ﹤0.01%
147
+72
1564
$28K ﹤0.01%
1,091
-94
1565
$28K ﹤0.01%
555
1566
$28K ﹤0.01%
762
-65
1567
$28K ﹤0.01%
248
+72
1568
$28K ﹤0.01%
1,281
+70
1569
$28K ﹤0.01%
239
1570
$28K ﹤0.01%
446
-3
1571
$28K ﹤0.01%
670
+155
1572
$28K ﹤0.01%
626
+53
1573
$28K ﹤0.01%
450
+34
1574
$28K ﹤0.01%
1,000
1575
$28K ﹤0.01%
766
-98
61 62
63
64 65