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
2376
$4K ﹤0.01%
52
2377
$4K ﹤0.01%
+41
2378
$4K ﹤0.01%
75
+45
2379
$4K ﹤0.01%
+87
2380
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86
2381
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261
2382
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83
-25
2383
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27
2384
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+108
2385
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+150
2386
$4K ﹤0.01%
119
2387
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60
2388
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244
+60
2389
$4K ﹤0.01%
54
+10
2390
$4K ﹤0.01%
77
2391
$4K ﹤0.01%
24
+6
2392
$4K ﹤0.01%
255
2393
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112
2394
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183
2395
$4K ﹤0.01%
+300
2396
$4K ﹤0.01%
26
2397
$4K ﹤0.01%
100
2398
$4K ﹤0.01%
265
2399
$4K ﹤0.01%
80
2400
$4K ﹤0.01%
233
+110
94 95
96
97 98