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
2576
$2K ﹤0.01%
+77
2577
$2K ﹤0.01%
99
2578
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233
2579
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34
2580
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75
2581
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61
2582
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100
+65
2583
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+5
2584
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14
+3
2585
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131
-5
2586
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64
2587
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+100
2588
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104
2589
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35
2590
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36
+6
2591
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+60
2592
$2K ﹤0.01%
26
+6
2593
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19
-17
2594
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9
2595
$2K ﹤0.01%
23
2596
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97
2597
$2K ﹤0.01%
34
+7
2598
$2K ﹤0.01%
+35
2599
$2K ﹤0.01%
103
2600
$2K ﹤0.01%
75
+14
102 103
104
105 106