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
2351
$4K ﹤0.01%
268
-458
2352
$4K ﹤0.01%
49
+31
2353
$4K ﹤0.01%
+105
2354
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60
2355
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95
+3
2356
$4K ﹤0.01%
+65
2357
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147
2358
$4K ﹤0.01%
314
+54
2359
$4K ﹤0.01%
372
+128
2360
$4K ﹤0.01%
68
+35
2361
$4K ﹤0.01%
+55
2362
$4K ﹤0.01%
38
-15
2363
$4K ﹤0.01%
375
2364
$4K ﹤0.01%
155
2365
$4K ﹤0.01%
170
2366
$4K ﹤0.01%
42
2367
$4K ﹤0.01%
163
2368
$4K ﹤0.01%
350
2369
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210
2370
$4K ﹤0.01%
+100
2371
$4K ﹤0.01%
51
+6
2372
$4K ﹤0.01%
63
-9
2373
$4K ﹤0.01%
244
-31
2374
$4K ﹤0.01%
46
+4
2375
$4K ﹤0.01%
248
93 94
95
96 97