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
1526
$31K ﹤0.01%
722
+81
1527
$31K ﹤0.01%
580
1528
$31K ﹤0.01%
720
+553
1529
$30K ﹤0.01%
239
+60
1530
$30K ﹤0.01%
183
+26
1531
$30K ﹤0.01%
299
+151
1532
$30K ﹤0.01%
+1,491
1533
$30K ﹤0.01%
371
+15
1534
$30K ﹤0.01%
873
+12
1535
$30K ﹤0.01%
700
1536
$30K ﹤0.01%
323
1537
$30K ﹤0.01%
1,297
+209
1538
$30K ﹤0.01%
870
+551
1539
$30K ﹤0.01%
1,733
+477
1540
$30K ﹤0.01%
157
-3
1541
$30K ﹤0.01%
+400
1542
$30K ﹤0.01%
1,320
+6
1543
$30K ﹤0.01%
1,616
1544
$30K ﹤0.01%
1,305
-255
1545
$30K ﹤0.01%
6,316
+74
1546
$30K ﹤0.01%
1,533
1547
$29K ﹤0.01%
3,276
1548
$29K ﹤0.01%
371
+100
1549
$29K ﹤0.01%
61
-22
1550
$29K ﹤0.01%
1,503
60 61
62
63 64