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
2701
$1K ﹤0.01%
+7
2702
$1K ﹤0.01%
32
2703
$1K ﹤0.01%
+44
2704
$1K ﹤0.01%
1
2705
$1K ﹤0.01%
+88
2706
$1K ﹤0.01%
+34
2707
$1K ﹤0.01%
+22
2708
$1K ﹤0.01%
4
-8
2709
$1K ﹤0.01%
+27
2710
$1K ﹤0.01%
+77
2711
$1K ﹤0.01%
+60
2712
$1K ﹤0.01%
+79
2713
$1K ﹤0.01%
23
-91
2714
$1K ﹤0.01%
+3
2715
$1K ﹤0.01%
+23
2716
$1K ﹤0.01%
11
2717
$1K ﹤0.01%
+21
2718
$1K ﹤0.01%
94
-16
2719
$1K ﹤0.01%
6
+1
2720
$1K ﹤0.01%
62
+16
2721
$1K ﹤0.01%
+294
2722
$1K ﹤0.01%
24
+20
2723
$1K ﹤0.01%
24
-31
2724
$1K ﹤0.01%
+14
2725
$1K ﹤0.01%
+18
107 108
109
110 111