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
1676
$22K ﹤0.01%
113
-2
1677
$22K ﹤0.01%
629
1678
$22K ﹤0.01%
400
1679
$22K ﹤0.01%
215
-153
1680
$22K ﹤0.01%
1,086
+101
1681
$22K ﹤0.01%
+610
1682
$22K ﹤0.01%
2,574
+542
1683
$22K ﹤0.01%
1,500
1684
$22K ﹤0.01%
313
+40
1685
$21K ﹤0.01%
1,729
+20
1686
$21K ﹤0.01%
183
+9
1687
$21K ﹤0.01%
200
1688
$21K ﹤0.01%
1,331
+337
1689
$21K ﹤0.01%
258
+32
1690
$21K ﹤0.01%
452
+75
1691
$21K ﹤0.01%
988
1692
$21K ﹤0.01%
95
+55
1693
$21K ﹤0.01%
200
+55
1694
$21K ﹤0.01%
361
+11
1695
$21K ﹤0.01%
282
-22
1696
$21K ﹤0.01%
241
-132
1697
$21K ﹤0.01%
1,114
+1,095
1698
$21K ﹤0.01%
68
-7
1699
$21K ﹤0.01%
+165
1700
$21K ﹤0.01%
1,301
-4,131
66 67
68
69 70