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
2651
$1K ﹤0.01%
+36
2652
$1K ﹤0.01%
191
2653
$1K ﹤0.01%
+91
2654
$1K ﹤0.01%
14
2655
$1K ﹤0.01%
40
2656
$1K ﹤0.01%
+87
2657
$1K ﹤0.01%
+5
2658
$1K ﹤0.01%
+176
2659
$1K ﹤0.01%
37
-307
2660
$1K ﹤0.01%
+15
2661
$1K ﹤0.01%
+13
2662
$1K ﹤0.01%
23
2663
$1K ﹤0.01%
+25
2664
$1K ﹤0.01%
8
-20
2665
$1K ﹤0.01%
+6
2666
$1K ﹤0.01%
+19
2667
$1K ﹤0.01%
+8
2668
$1K ﹤0.01%
42
-83
2669
$1K ﹤0.01%
+66
2670
$1K ﹤0.01%
19
2671
$1K ﹤0.01%
120
-217
2672
$1K ﹤0.01%
22
-478
2673
$1K ﹤0.01%
88
2674
$1K ﹤0.01%
31
-2
2675
$1K ﹤0.01%
35
-22