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
1626
$25K ﹤0.01%
123
+1
1627
$25K ﹤0.01%
251
+42
1628
$25K ﹤0.01%
349
+42
1629
$25K ﹤0.01%
500
1630
$25K ﹤0.01%
665
+38
1631
$24K ﹤0.01%
3,157
+900
1632
$24K ﹤0.01%
600
+10
1633
$24K ﹤0.01%
3,716
1634
$24K ﹤0.01%
1,209
+340
1635
$24K ﹤0.01%
295
1636
$24K ﹤0.01%
143
1637
$24K ﹤0.01%
400
1638
$24K ﹤0.01%
905
1639
$24K ﹤0.01%
1,025
+38
1640
$24K ﹤0.01%
433
+352
1641
$24K ﹤0.01%
781
1642
$24K ﹤0.01%
790
1643
$24K ﹤0.01%
176
-12
1644
$24K ﹤0.01%
1,185
+953
1645
$23K ﹤0.01%
623
+354
1646
$23K ﹤0.01%
581
+205
1647
$23K ﹤0.01%
1,860
+170
1648
$23K ﹤0.01%
1,017
+178
1649
$23K ﹤0.01%
290
-11
1650
$23K ﹤0.01%
375
64 65
66
67 68