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
2426
$3K ﹤0.01%
61
-676
2427
$3K ﹤0.01%
475
+186
2428
$3K ﹤0.01%
132
2429
$3K ﹤0.01%
+15
2430
$3K ﹤0.01%
187
+59
2431
$3K ﹤0.01%
308
2432
$3K ﹤0.01%
68
+52
2433
$3K ﹤0.01%
40
2434
$3K ﹤0.01%
78
-20
2435
$3K ﹤0.01%
33
+19
2436
$3K ﹤0.01%
436
+189
2437
$3K ﹤0.01%
+101
2438
$3K ﹤0.01%
+300
2439
$3K ﹤0.01%
99
2440
$3K ﹤0.01%
71
2441
$3K ﹤0.01%
+56
2442
$3K ﹤0.01%
18
-1
2443
$3K ﹤0.01%
117
-35
2444
$3K ﹤0.01%
25
2445
$3K ﹤0.01%
+40
2446
$3K ﹤0.01%
72
-30
2447
$3K ﹤0.01%
733
2448
$3K ﹤0.01%
22
2449
$3K ﹤0.01%
+75
2450
$3K ﹤0.01%
+200
96 97
98
99 100