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
2451
$3K ﹤0.01%
49
+21
2452
$3K ﹤0.01%
18
+3
2453
$3K ﹤0.01%
175
2454
$3K ﹤0.01%
39
2455
$3K ﹤0.01%
312
2456
$3K ﹤0.01%
153
+55
2457
$3K ﹤0.01%
7
+4
2458
$3K ﹤0.01%
30
-5
2459
$3K ﹤0.01%
+500
2460
$3K ﹤0.01%
55
+7
2461
$3K ﹤0.01%
+100
2462
$3K ﹤0.01%
34
+13
2463
$3K ﹤0.01%
56
2464
$3K ﹤0.01%
77
2465
$3K ﹤0.01%
+416
2466
$3K ﹤0.01%
107
-100
2467
$3K ﹤0.01%
74
2468
$3K ﹤0.01%
+185
2469
$3K ﹤0.01%
62
2470
$3K ﹤0.01%
33
-11
2471
$3K ﹤0.01%
126
+18
2472
$3K ﹤0.01%
232
2473
$3K ﹤0.01%
+26
2474
$3K ﹤0.01%
31
2475
$3K ﹤0.01%
292
97 98
99
100 101