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
1801
$16K ﹤0.01%
1,500
1802
$16K ﹤0.01%
186
-18
1803
$16K ﹤0.01%
+200
1804
$16K ﹤0.01%
103
+6
1805
$16K ﹤0.01%
157
1806
$16K ﹤0.01%
1,261
1807
$16K ﹤0.01%
174
+14
1808
$16K ﹤0.01%
221
+57
1809
$16K ﹤0.01%
213
1810
$16K ﹤0.01%
136
+14
1811
$16K ﹤0.01%
1,309
-41
1812
$16K ﹤0.01%
87
+27
1813
$16K ﹤0.01%
724
+95
1814
$16K ﹤0.01%
+750
1815
$16K ﹤0.01%
575
+77
1816
– –
0
1817
$16K ﹤0.01%
+1,038
1818
$16K ﹤0.01%
280
+75
1819
$16K ﹤0.01%
335
-331
1820
$16K ﹤0.01%
922
-112
1821
$15K ﹤0.01%
180
-17
1822
$15K ﹤0.01%
149
+13
1823
$15K ﹤0.01%
891
-163
1824
$15K ﹤0.01%
121
1825
$15K ﹤0.01%
624
71 72
73
74 75