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
3051
-187
3052
-48
3053
$0 ﹤0.01%
+12
3054
0
3055
-41
3056
-84
3057
-334
3058
$0 ﹤0.01%
9
3059
0
3060
-321
3061
-100
3062
-316
3063
$0 ﹤0.01%
+73
3064
-35
3065
-16
3066
-22
3067
$0 ﹤0.01%
+1
3068
-18
3069
-123
3070
-44
3071
-200
3072
0
3073
$0 ﹤0.01%
8
-24
3074
-21
3075
$0 ﹤0.01%
+7