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
2251
$5K ﹤0.01%
234
-203
2252
$5K ﹤0.01%
34
-15
2253
$5K ﹤0.01%
54
-11
2254
$5K ﹤0.01%
+75
2255
$5K ﹤0.01%
147
-33
2256
$5K ﹤0.01%
300
2257
$5K ﹤0.01%
123
2258
$5K ﹤0.01%
171
-16
2259
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283
2260
$5K ﹤0.01%
331
2261
$5K ﹤0.01%
60
-4
2262
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64
2263
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356
2264
$5K ﹤0.01%
60
+24
2265
$5K ﹤0.01%
231
+158
2266
$5K ﹤0.01%
76
+59
2267
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164
2268
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148
2269
$5K ﹤0.01%
54
+19
2270
$5K ﹤0.01%
269
2271
$5K ﹤0.01%
33
2272
$5K ﹤0.01%
15
+7
2273
$5K ﹤0.01%
82
-56
2274
$5K ﹤0.01%
48
+13
2275
$5K ﹤0.01%
377
-314
89 90
91
92 93