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
2801
$1K ﹤0.01%
63
+29
2802
$1K ﹤0.01%
+164
2803
$1K ﹤0.01%
16
2804
$1K ﹤0.01%
+52
2805
$1K ﹤0.01%
+14
2806
$1K ﹤0.01%
11
2807
$1K ﹤0.01%
+62
2808
$1K ﹤0.01%
+163
2809
$1K ﹤0.01%
+30
2810
$1K ﹤0.01%
20
2811
$1K ﹤0.01%
+17
2812
$1K ﹤0.01%
+25
2813
$1K ﹤0.01%
+110
2814
$1K ﹤0.01%
+49
2815
$1K ﹤0.01%
46
+11
2816
$1K ﹤0.01%
+19
2817
$1K ﹤0.01%
+8
2818
$1K ﹤0.01%
3
2819
$1K ﹤0.01%
+35
2820
$1K ﹤0.01%
+74
2821
$1K ﹤0.01%
+120
2822
$1K ﹤0.01%
224
-720
2823
$1K ﹤0.01%
+20
2824
$1K ﹤0.01%
77
2825
$1K ﹤0.01%
+5