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
2326
$4K ﹤0.01%
88
2327
$4K ﹤0.01%
+200
2328
$4K ﹤0.01%
59
-10
2329
$4K ﹤0.01%
+84
2330
$4K ﹤0.01%
117
2331
$4K ﹤0.01%
350
2332
$4K ﹤0.01%
49
+5
2333
$4K ﹤0.01%
111
+14
2334
$4K ﹤0.01%
400
2335
$4K ﹤0.01%
136
+4
2336
$4K ﹤0.01%
+68
2337
$4K ﹤0.01%
129
+30
2338
$4K ﹤0.01%
315
+205
2339
$4K ﹤0.01%
287
2340
$4K ﹤0.01%
38
+24
2341
$4K ﹤0.01%
190
-164
2342
$4K ﹤0.01%
107
2343
$4K ﹤0.01%
130
2344
$4K ﹤0.01%
124
-34
2345
$4K ﹤0.01%
169
2346
$4K ﹤0.01%
66
2347
$4K ﹤0.01%
387
+273
2348
$4K ﹤0.01%
32
2349
$4K ﹤0.01%
68
2350
$4K ﹤0.01%
68
+25
92 93
94
95 96