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
1726
$19K ﹤0.01%
222
+41
1727
$19K ﹤0.01%
472
-408
1728
$19K ﹤0.01%
277
+13
1729
$19K ﹤0.01%
339
1730
$19K ﹤0.01%
763
1731
$19K ﹤0.01%
736
+210
1732
$19K ﹤0.01%
313
+19
1733
$19K ﹤0.01%
1,187
-64
1734
$19K ﹤0.01%
489
-107
1735
$19K ﹤0.01%
346
1736
$19K ﹤0.01%
253
-50
1737
$19K ﹤0.01%
196
+38
1738
$19K ﹤0.01%
552
+24
1739
$19K ﹤0.01%
490
+137
1740
$19K ﹤0.01%
924
+63
1741
$19K ﹤0.01%
112
+10
1742
$18K ﹤0.01%
74
-18
1743
$18K ﹤0.01%
117
1744
$18K ﹤0.01%
+2,250
1745
$18K ﹤0.01%
327
+59
1746
$18K ﹤0.01%
+200
1747
$18K ﹤0.01%
487
1748
$18K ﹤0.01%
1,200
1749
$18K ﹤0.01%
234
+23
1750
$18K ﹤0.01%
217
+8
68 69
70
71 72