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
2026
$9K ﹤0.01%
521
+233
2027
$9K ﹤0.01%
128
+7
2028
$9K ﹤0.01%
74
+21
2029
$9K ﹤0.01%
150
2030
$9K ﹤0.01%
147
2031
$9K ﹤0.01%
511
+77
2032
$9K ﹤0.01%
49
2033
$9K ﹤0.01%
212
2034
$9K ﹤0.01%
1,148
+36
2035
$9K ﹤0.01%
546
2036
$9K ﹤0.01%
75
+29
2037
$9K ﹤0.01%
282
2038
$9K ﹤0.01%
69
+45
2039
$9K ﹤0.01%
421
+6
2040
$9K ﹤0.01%
122
+10
2041
$9K ﹤0.01%
403
-107
2042
$9K ﹤0.01%
244
+85
2043
$9K ﹤0.01%
120
+15
2044
$9K ﹤0.01%
310
2045
$9K ﹤0.01%
186
2046
$9K ﹤0.01%
291
2047
$9K ﹤0.01%
100
2048
$9K ﹤0.01%
86
+15
2049
$9K ﹤0.01%
475
+15
2050
$9K ﹤0.01%
14
+9