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
2151
$7K ﹤0.01%
222
2152
$7K ﹤0.01%
+95
2153
$7K ﹤0.01%
259
+17
2154
$7K ﹤0.01%
318
-2,874
2155
$7K ﹤0.01%
350
-55
2156
$7K ﹤0.01%
92
-6
2157
$7K ﹤0.01%
84
-40
2158
$7K ﹤0.01%
90
+21
2159
$7K ﹤0.01%
261
-25
2160
$7K ﹤0.01%
301
+16
2161
– –
0
2162
$7K ﹤0.01%
76
+6
2163
$7K ﹤0.01%
194
2164
$7K ﹤0.01%
111
+61
2165
$7K ﹤0.01%
202
-100
2166
$7K ﹤0.01%
+10
2167
$7K ﹤0.01%
267
-7
2168
$6K ﹤0.01%
200
2169
$6K ﹤0.01%
115
+29
2170
$6K ﹤0.01%
175
+45
2171
$6K ﹤0.01%
169
+92
2172
$6K ﹤0.01%
65
+17
2173
$6K ﹤0.01%
68
-17
2174
$6K ﹤0.01%
100
2175
$6K ﹤0.01%
1,525
+1,102
85 86
87
88 89