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
2751
$1K ﹤0.01%
+126
2752
$1K ﹤0.01%
111
2753
$1K ﹤0.01%
+59
2754
$1K ﹤0.01%
+14
2755
$1K ﹤0.01%
+122
2756
$1K ﹤0.01%
300
-300
2757
$1K ﹤0.01%
+72
2758
$1K ﹤0.01%
12
2759
$1K ﹤0.01%
+16
2760
$1K ﹤0.01%
+4
2761
$1K ﹤0.01%
+36
2762
$1K ﹤0.01%
+60
2763
$1K ﹤0.01%
26
2764
$1K ﹤0.01%
+93
2765
$1K ﹤0.01%
+111
2766
$1K ﹤0.01%
+12
2767
$1K ﹤0.01%
33
2768
$1K ﹤0.01%
+71
2769
$1K ﹤0.01%
+82
2770
$1K ﹤0.01%
72
-62
2771
$1K ﹤0.01%
20
2772
$1K ﹤0.01%
+6
2773
$1K ﹤0.01%
39
2774
$1K ﹤0.01%
100
2775
$1K ﹤0.01%
+29
109 110
111
112 113