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
2176
$6K ﹤0.01%
309
2177
$6K ﹤0.01%
23
+21
2178
$6K ﹤0.01%
11
-789
2179
$6K ﹤0.01%
124
+17
2180
$6K ﹤0.01%
393
+93
2181
$6K ﹤0.01%
500
2182
$6K ﹤0.01%
155
-2
2183
$6K ﹤0.01%
92
+15
2184
$6K ﹤0.01%
113
2185
$6K ﹤0.01%
602
+377
2186
$6K ﹤0.01%
165
2187
$6K ﹤0.01%
74
+24
2188
$6K ﹤0.01%
53
2189
$6K ﹤0.01%
1,600
2190
$6K ﹤0.01%
159
-49
2191
$6K ﹤0.01%
89
+20
2192
$6K ﹤0.01%
89
+16
2193
$6K ﹤0.01%
+152
2194
$6K ﹤0.01%
69
+29
2195
$6K ﹤0.01%
108
+14
2196
$6K ﹤0.01%
70
+31
2197
$6K ﹤0.01%
68
-46
2198
$6K ﹤0.01%
571
-300
2199
$6K ﹤0.01%
72
+21
2200
$6K ﹤0.01%
62
86 87
88
89 90