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
1601
$27K ﹤0.01%
487
-49
1602
$26K ﹤0.01%
237
+222
1603
$26K ﹤0.01%
135
-2
1604
$26K ﹤0.01%
250
+100
1605
$26K ﹤0.01%
550
1606
$26K ﹤0.01%
695
-28
1607
$26K ﹤0.01%
1,071
+86
1608
$26K ﹤0.01%
643
1609
$26K ﹤0.01%
151
1610
$26K ﹤0.01%
229
+37
1611
$26K ﹤0.01%
+3,000
1612
$26K ﹤0.01%
+100
1613
$26K ﹤0.01%
355
1614
$26K ﹤0.01%
454
+162
1615
$26K ﹤0.01%
1,546
+1,082
1616
$26K ﹤0.01%
515
+4
1617
$26K ﹤0.01%
394
+21
1618
$25K ﹤0.01%
400
1619
$25K ﹤0.01%
707
1620
$25K ﹤0.01%
437
-1,827
1621
$25K ﹤0.01%
104
-205
1622
$25K ﹤0.01%
716
-529
1623
$25K ﹤0.01%
556
1624
$25K ﹤0.01%
732
+662
1625
$25K ﹤0.01%
2,085
63 64
65
66 67