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
1751
$18K ﹤0.01%
940
+32
1752
$18K ﹤0.01%
52
+3
1753
$18K ﹤0.01%
2,230
+1,943
1754
$18K ﹤0.01%
172
+39
1755
$18K ﹤0.01%
482
+3
1756
$18K ﹤0.01%
543
1757
$18K ﹤0.01%
236
1758
$18K ﹤0.01%
256
+86
1759
$18K ﹤0.01%
4,866
-742
1760
$18K ﹤0.01%
304
-17
1761
$18K ﹤0.01%
549
1762
$18K ﹤0.01%
542
1763
$18K ﹤0.01%
383
+107
1764
$17K ﹤0.01%
+307
1765
$17K ﹤0.01%
1,090
+216
1766
$17K ﹤0.01%
3,288
+3,000
1767
$17K ﹤0.01%
158
+53
1768
$17K ﹤0.01%
+297
1769
$17K ﹤0.01%
113
-182
1770
$17K ﹤0.01%
370
+58
1771
$17K ﹤0.01%
153
+118
1772
$17K ﹤0.01%
1,044
+80
1773
$17K ﹤0.01%
+1
1774
$17K ﹤0.01%
417
+349
1775
$17K ﹤0.01%
1,851
-181
69 70
71
72 73