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
2126
$7K ﹤0.01%
252
2127
$7K ﹤0.01%
53
-16
2128
$7K ﹤0.01%
238
2129
$7K ﹤0.01%
580
2130
$7K ﹤0.01%
+1,000
2131
$7K ﹤0.01%
140
+9
2132
$7K ﹤0.01%
55
2133
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162
+116
2134
$7K ﹤0.01%
192
2135
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216
2136
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243
2137
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151
2138
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183
+8
2139
$7K ﹤0.01%
75
+20
2140
$7K ﹤0.01%
201
2141
$7K ﹤0.01%
46
2142
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150
2143
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178
-38
2144
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94
-14
2145
$7K ﹤0.01%
267
2146
$7K ﹤0.01%
+800
2147
$7K ﹤0.01%
519
+111
2148
$7K ﹤0.01%
97
+80
2149
$7K ﹤0.01%
123
-2
2150
$7K ﹤0.01%
73
+37
84 85
86
87 88