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
2276
$5K ﹤0.01%
120
+13
2277
$5K ﹤0.01%
72
+29
2278
$5K ﹤0.01%
30
+4
2279
$5K ﹤0.01%
344
-73
2280
$5K ﹤0.01%
221
+12
2281
$5K ﹤0.01%
204
2282
$5K ﹤0.01%
111
+23
2283
$5K ﹤0.01%
80
2284
$5K ﹤0.01%
1,193
+193
2285
$5K ﹤0.01%
505
-522
2286
$5K ﹤0.01%
+112
2287
$5K ﹤0.01%
536
+445
2288
$5K ﹤0.01%
260
2289
$5K ﹤0.01%
1
2290
$5K ﹤0.01%
156
+105
2291
$5K ﹤0.01%
125
+17
2292
$5K ﹤0.01%
84
-8
2293
$5K ﹤0.01%
290
+118
2294
$5K ﹤0.01%
776
+65
2295
$5K ﹤0.01%
92
2296
$5K ﹤0.01%
+200
2297
$5K ﹤0.01%
46
+27
2298
$5K ﹤0.01%
36
+28
2299
$5K ﹤0.01%
187
2300
$5K ﹤0.01%
50
90 91
92
93 94