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
1701
$21K ﹤0.01%
453
+85
1702
$21K ﹤0.01%
407
-15
1703
$21K ﹤0.01%
2,474
+671
1704
$21K ﹤0.01%
105
-10
1705
$20K ﹤0.01%
739
+14
1706
$20K ﹤0.01%
122
-7
1707
$20K ﹤0.01%
2,921
1708
$20K ﹤0.01%
1,271
+26
1709
$20K ﹤0.01%
1,067
+28
1710
$20K ﹤0.01%
379
+84
1711
$20K ﹤0.01%
1,397
+769
1712
$20K ﹤0.01%
197
-78
1713
$20K ﹤0.01%
57
+4
1714
$20K ﹤0.01%
1,230
+204
1715
$20K ﹤0.01%
394
+115
1716
$20K ﹤0.01%
400
1717
$20K ﹤0.01%
129
+45
1718
$20K ﹤0.01%
250
1719
$20K ﹤0.01%
1,156
+314
1720
$20K ﹤0.01%
+968
1721
$20K ﹤0.01%
184
-4
1722
$20K ﹤0.01%
596
-16
1723
$20K ﹤0.01%
1,042
+551
1724
$20K ﹤0.01%
+919
1725
$20K ﹤0.01%
404
+171
67 68
69
70 71