S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
2826
$1K ﹤0.01%
+14
2827
$1K ﹤0.01%
44
2828
$1K ﹤0.01%
+87
2829
$1K ﹤0.01%
14
2830
$1K ﹤0.01%
+35
2831
$1K ﹤0.01%
+34
2832
$1K ﹤0.01%
58
2833
$1K ﹤0.01%
+19
2834
$1K ﹤0.01%
+61
2835
$1K ﹤0.01%
148
+14
2836
$1K ﹤0.01%
191
2837
$1K ﹤0.01%
+91
2838
$1K ﹤0.01%
+87
2839
$1K ﹤0.01%
+5
2840
$1K ﹤0.01%
+176
2841
$1K ﹤0.01%
+74
2842
$1K ﹤0.01%
+120
2843
$1K ﹤0.01%
224
-720
2844
$1K ﹤0.01%
24
2845
$1K ﹤0.01%
+20
2846
$1K ﹤0.01%
77
2847
$1K ﹤0.01%
+5
2848
$1K ﹤0.01%
30
+3
2849
$1K ﹤0.01%
+46
2850
$1K ﹤0.01%
+14