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
1651
$23K ﹤0.01%
424
1652
$23K ﹤0.01%
368
+66
1653
$23K ﹤0.01%
734
+50
1654
$23K ﹤0.01%
327
1655
$23K ﹤0.01%
1,476
+565
1656
$23K ﹤0.01%
209
+9
1657
$23K ﹤0.01%
438
+141
1658
$23K ﹤0.01%
843
1659
$23K ﹤0.01%
435
-124
1660
$23K ﹤0.01%
555
+228
1661
$23K ﹤0.01%
278
+35
1662
$23K ﹤0.01%
704
+76
1663
$23K ﹤0.01%
274
-14
1664
$23K ﹤0.01%
1,979
+481
1665
$23K ﹤0.01%
3,166
+744
1666
$23K ﹤0.01%
155
+3
1667
$22K ﹤0.01%
2,150
-1,050
1668
$22K ﹤0.01%
575
+187
1669
$22K ﹤0.01%
599
+157
1670
$22K ﹤0.01%
89
+17
1671
$22K ﹤0.01%
178
1672
$22K ﹤0.01%
179
+123
1673
$22K ﹤0.01%
182
-7
1674
$22K ﹤0.01%
515
+33
1675
$22K ﹤0.01%
+1,737
65 66
67
68 69