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
2051
$9K ﹤0.01%
294
+94
2052
$9K ﹤0.01%
521
+70
2053
$9K ﹤0.01%
393
2054
$9K ﹤0.01%
73
-6
2055
$9K ﹤0.01%
236
2056
$9K ﹤0.01%
295
+65
2057
$8K ﹤0.01%
78
2058
$8K ﹤0.01%
747
+93
2059
$8K ﹤0.01%
169
-56
2060
$8K ﹤0.01%
137
2061
$8K ﹤0.01%
300
2062
$8K ﹤0.01%
437
+117
2063
$8K ﹤0.01%
142
+28
2064
$8K ﹤0.01%
228
+60
2065
$8K ﹤0.01%
150
+54
2066
$8K ﹤0.01%
471
+134
2067
$8K ﹤0.01%
88
+1
2068
$8K ﹤0.01%
333
2069
$8K ﹤0.01%
835
2070
$8K ﹤0.01%
+50
2071
$8K ﹤0.01%
80
2072
$8K ﹤0.01%
309
2073
$8K ﹤0.01%
445
2074
$8K ﹤0.01%
103
-211
2075
$8K ﹤0.01%
89
-35
81 82
83
84 85