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
1451
$34K ﹤0.01%
370
+20
1452
$34K ﹤0.01%
7,869
-646
1453
$34K ﹤0.01%
4,682
-2,465
1454
$34K ﹤0.01%
450
1455
$34K ﹤0.01%
1,760
-1,032
1456
$34K ﹤0.01%
586
+5
1457
$34K ﹤0.01%
+1,153
1458
$34K ﹤0.01%
640
+217
1459
$34K ﹤0.01%
666
-40
1460
$34K ﹤0.01%
598
+150
1461
$34K ﹤0.01%
74
1462
$34K ﹤0.01%
1,301
+584
1463
$34K ﹤0.01%
400
+63
1464
$34K ﹤0.01%
625
1465
$34K ﹤0.01%
558
+495
1466
$34K ﹤0.01%
383
+74
1467
$34K ﹤0.01%
341
1468
$34K ﹤0.01%
1,735
+249
1469
$34K ﹤0.01%
2,945
+756
1470
$34K ﹤0.01%
823
+56
1471
$34K ﹤0.01%
641
+31
1472
$34K ﹤0.01%
1,153
+1,053
1473
$33K ﹤0.01%
1,423
+366
1474
$33K ﹤0.01%
449
+19
1475
$33K ﹤0.01%
725
+52
57 58
59
60 61