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
2726
$1K ﹤0.01%
+68
2727
$1K ﹤0.01%
+3
2728
$1K ﹤0.01%
19
2729
$1K ﹤0.01%
+7
2730
$1K ﹤0.01%
26
2731
$1K ﹤0.01%
13
2732
$1K ﹤0.01%
+16
2733
$1K ﹤0.01%
8
+2
2734
$1K ﹤0.01%
+10
2735
$1K ﹤0.01%
+139
2736
$1K ﹤0.01%
+29
2737
$1K ﹤0.01%
+16
2738
$1K ﹤0.01%
+55
2739
$1K ﹤0.01%
+258
2740
$1K ﹤0.01%
8
2741
$1K ﹤0.01%
+2
2742
$1K ﹤0.01%
+55
2743
$1K ﹤0.01%
+17
2744
$1K ﹤0.01%
+65
2745
$1K ﹤0.01%
+79
2746
$1K ﹤0.01%
53
+20
2747
$1K ﹤0.01%
358
2748
$1K ﹤0.01%
+13
2749
$1K ﹤0.01%
+29
2750
$1K ﹤0.01%
+78
108 109
110
111 112