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
1826
$15K ﹤0.01%
370
+176
1827
$15K ﹤0.01%
412
+161
1828
$15K ﹤0.01%
+800
1829
$15K ﹤0.01%
1,412
+28
1830
$15K ﹤0.01%
107
+27
1831
$15K ﹤0.01%
560
1832
$15K ﹤0.01%
2,219
+393
1833
$15K ﹤0.01%
381
+107
1834
$15K ﹤0.01%
165
+2
1835
$15K ﹤0.01%
522
+12
1836
$15K ﹤0.01%
345
+245
1837
$15K ﹤0.01%
221
-2
1838
$15K ﹤0.01%
851
1839
$15K ﹤0.01%
174
+14
1840
$15K ﹤0.01%
508
+328
1841
$15K ﹤0.01%
3,339
+218
1842
$15K ﹤0.01%
238
+70
1843
$15K ﹤0.01%
105
1844
$15K ﹤0.01%
186
1845
$15K ﹤0.01%
350
-789
1846
$15K ﹤0.01%
579
1847
$15K ﹤0.01%
284
+196
1848
$15K ﹤0.01%
+1,552
1849
$14K ﹤0.01%
890
-117
1850
$14K ﹤0.01%
300
72 73
74
75 76