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
1926
$12K ﹤0.01%
1,349
+430
1927
$11K ﹤0.01%
507
1928
$11K ﹤0.01%
2,007
-242
1929
$11K ﹤0.01%
454
-4
1930
$11K ﹤0.01%
170
1931
$11K ﹤0.01%
1,158
-290
1932
$11K ﹤0.01%
45
1933
$11K ﹤0.01%
923
1934
$11K ﹤0.01%
464
1935
$11K ﹤0.01%
456
+295
1936
$11K ﹤0.01%
525
+37
1937
$11K ﹤0.01%
69
+43
1938
$11K ﹤0.01%
170
-730
1939
$11K ﹤0.01%
793
1940
$11K ﹤0.01%
+14
1941
$11K ﹤0.01%
418
+13
1942
$11K ﹤0.01%
140
1943
$11K ﹤0.01%
3,000
1944
$11K ﹤0.01%
113
1945
$11K ﹤0.01%
320
+83
1946
$11K ﹤0.01%
505
+382
1947
$11K ﹤0.01%
486
+282
1948
$11K ﹤0.01%
48
+7
1949
$11K ﹤0.01%
307
+82
1950
$11K ﹤0.01%
411
76 77
78
79 80