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
1576
$28K ﹤0.01%
209
+7
1577
$28K ﹤0.01%
750
1578
$28K ﹤0.01%
750
1579
$28K ﹤0.01%
559
1580
$28K ﹤0.01%
299
1581
$28K ﹤0.01%
500
1582
$28K ﹤0.01%
726
+201
1583
$27K ﹤0.01%
278
-12
1584
$27K ﹤0.01%
316
+36
1585
$27K ﹤0.01%
600
1586
$27K ﹤0.01%
694
1587
$27K ﹤0.01%
1,230
+168
1588
$27K ﹤0.01%
3,122
-150
1589
$27K ﹤0.01%
425
1590
$27K ﹤0.01%
188
+71
1591
$27K ﹤0.01%
833
+657
1592
$27K ﹤0.01%
1,473
+531
1593
$27K ﹤0.01%
438
1594
$27K ﹤0.01%
1,170
-40
1595
$27K ﹤0.01%
718
1596
$27K ﹤0.01%
+1,799
1597
$27K ﹤0.01%
725
+500
1598
$27K ﹤0.01%
179
-11
1599
$27K ﹤0.01%
1,418
1600
$27K ﹤0.01%
700
+350
62 63
64
65 66