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
1976
$10K ﹤0.01%
55
+33
1977
$10K ﹤0.01%
134
1978
$10K ﹤0.01%
2,526
+367
1979
$10K ﹤0.01%
231
1980
$10K ﹤0.01%
+400
1981
$10K ﹤0.01%
1,000
1982
$10K ﹤0.01%
2
1983
$10K ﹤0.01%
420
+266
1984
$10K ﹤0.01%
232
+125
1985
$10K ﹤0.01%
274
-1
1986
$10K ﹤0.01%
150
-265
1987
$10K ﹤0.01%
178
+68
1988
$10K ﹤0.01%
100
1989
$10K ﹤0.01%
221
+61
1990
$10K ﹤0.01%
749
+263
1991
$10K ﹤0.01%
57
+12
1992
$10K ﹤0.01%
207
+51
1993
$10K ﹤0.01%
83
1994
$10K ﹤0.01%
106
1995
$10K ﹤0.01%
1,271
+257
1996
$10K ﹤0.01%
219
+70
1997
$10K ﹤0.01%
193
1998
$10K ﹤0.01%
255
-175
1999
$10K ﹤0.01%
227
2000
$10K ﹤0.01%
111
-50
78 79
80
81 82