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
2401
$3K ﹤0.01%
+14
2402
$3K ﹤0.01%
+63
2403
$3K ﹤0.01%
60
2404
$3K ﹤0.01%
357
2405
$3K ﹤0.01%
43
2406
$3K ﹤0.01%
110
-65
2407
$3K ﹤0.01%
293
2408
$3K ﹤0.01%
+2,000
2409
$3K ﹤0.01%
124
2410
$3K ﹤0.01%
+200
2411
$3K ﹤0.01%
+127
2412
$3K ﹤0.01%
99
2413
$3K ﹤0.01%
198
2414
$3K ﹤0.01%
65
2415
$3K ﹤0.01%
19
2416
$3K ﹤0.01%
349
+216
2417
$3K ﹤0.01%
+11
2418
$3K ﹤0.01%
76
2419
$3K ﹤0.01%
3
+1
2420
$3K ﹤0.01%
25
2421
$3K ﹤0.01%
323
2422
$3K ﹤0.01%
181
+54
2423
$3K ﹤0.01%
75
+45
2424
$3K ﹤0.01%
71
2425
$3K ﹤0.01%
+564
95 96
97
98 99