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
2776
$1K ﹤0.01%
29
+24
2777
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57
2778
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2779
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44
2780
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+87
2781
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2782
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2783
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2784
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2785
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148
+14
2786
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2787
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173
-14
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2789
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2790
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2791
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2796
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2797
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+46
2798
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+3
2799
$1K ﹤0.01%
32
2800
$1K ﹤0.01%
+60