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
2226
$6K ﹤0.01%
83
+64
2227
$6K ﹤0.01%
214
+20
2228
$6K ﹤0.01%
38
-10
2229
$6K ﹤0.01%
75
+5
2230
$6K ﹤0.01%
+20
2231
$6K ﹤0.01%
118
2232
$6K ﹤0.01%
100
2233
$6K ﹤0.01%
113
2234
$6K ﹤0.01%
130
-13
2235
$6K ﹤0.01%
104
+57
2236
$6K ﹤0.01%
130
-31
2237
$6K ﹤0.01%
291
+269
2238
$6K ﹤0.01%
43
+18
2239
$6K ﹤0.01%
1,472
2240
$6K ﹤0.01%
262
2241
$6K ﹤0.01%
204
2242
$6K ﹤0.01%
100
2243
$5K ﹤0.01%
59
-14
2244
$5K ﹤0.01%
388
2245
$5K ﹤0.01%
556
-29
2246
$5K ﹤0.01%
500
2247
$5K ﹤0.01%
74
+44
2248
$5K ﹤0.01%
75
+45
2249
$5K ﹤0.01%
+318
2250
$5K ﹤0.01%
312
88 89
90
91 92