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
1851
$14K ﹤0.01%
235
1852
$14K ﹤0.01%
106
+16
1853
$14K ﹤0.01%
404
+16
1854
$14K ﹤0.01%
150
-15
1855
$14K ﹤0.01%
1,259
+299
1856
$14K ﹤0.01%
154
1857
$14K ﹤0.01%
77
+20
1858
$14K ﹤0.01%
216
-731
1859
$14K ﹤0.01%
201
+127
1860
$14K ﹤0.01%
131
+17
1861
$14K ﹤0.01%
672
+32
1862
$14K ﹤0.01%
197
+26
1863
$14K ﹤0.01%
1,180
+62
1864
$14K ﹤0.01%
333
1865
$14K ﹤0.01%
390
+273
1866
$14K ﹤0.01%
285
+142
1867
$14K ﹤0.01%
1,600
1868
$14K ﹤0.01%
232
-30
1869
$14K ﹤0.01%
630
-13
1870
$14K ﹤0.01%
200
1871
$14K ﹤0.01%
1,433
+34
1872
$14K ﹤0.01%
432
1873
$14K ﹤0.01%
284
+15
1874
$14K ﹤0.01%
1,100
1875
$14K ﹤0.01%
760
+734
73 74
75
76 77