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
1876
$14K ﹤0.01%
340
+118
1877
$13K ﹤0.01%
1,263
+206
1878
$13K ﹤0.01%
326
-67
1879
$13K ﹤0.01%
438
1880
$13K ﹤0.01%
852
+5
1881
$13K ﹤0.01%
307
-49
1882
$13K ﹤0.01%
342
1883
$13K ﹤0.01%
+1,361
1884
$13K ﹤0.01%
52
-65
1885
$13K ﹤0.01%
151
-22
1886
$13K ﹤0.01%
64
+22
1887
$13K ﹤0.01%
485
+11
1888
$13K ﹤0.01%
382
+302
1889
$13K ﹤0.01%
113
+5
1890
$13K ﹤0.01%
1,000
1891
$13K ﹤0.01%
554
1892
$13K ﹤0.01%
63
-2
1893
$13K ﹤0.01%
126
+1
1894
$13K ﹤0.01%
64
+22
1895
$13K ﹤0.01%
218
+18
1896
$13K ﹤0.01%
156
+14
1897
$13K ﹤0.01%
1,084
-334
1898
$13K ﹤0.01%
201
+139
1899
$13K ﹤0.01%
75
+20
1900
$13K ﹤0.01%
315
74 75
76
77 78