S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$24.6M
3
+$5.98M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.47M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.44M

Top Sells

1
+$40.5M
2
+$8.98M
3
+$4.52M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.55M
5
AXS icon
AXIS Capital
AXS
+$1.51M

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
2526
$2K ﹤0.01%
6
2527
$2K ﹤0.01%
58
+22
2528
$2K ﹤0.01%
150
2529
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20
2530
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47
2531
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+2,000
2532
$2K ﹤0.01%
480
-67
2533
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263
+49
2534
$2K ﹤0.01%
+155
2535
$2K ﹤0.01%
26
2536
$2K ﹤0.01%
53
2537
$2K ﹤0.01%
108
2538
$2K ﹤0.01%
70
+33
2539
$2K ﹤0.01%
70
-28
2540
$2K ﹤0.01%
21
2541
$2K ﹤0.01%
16
2542
$2K ﹤0.01%
129
2543
$2K ﹤0.01%
32
2544
$2K ﹤0.01%
86
2545
$2K ﹤0.01%
34
+6
2546
$2K ﹤0.01%
25
2547
$2K ﹤0.01%
117
-45
2548
$2K ﹤0.01%
+177
2549
$2K ﹤0.01%
95
+24
2550
$2K ﹤0.01%
59
100 101
102
103 104