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
1626
$25K ﹤0.01%
2,085
1627
$25K ﹤0.01%
123
+1
1628
$25K ﹤0.01%
251
+42
1629
$25K ﹤0.01%
349
+42
1630
$25K ﹤0.01%
665
+38
1631
$24K ﹤0.01%
1,239
1632
$24K ﹤0.01%
1,209
+340
1633
$24K ﹤0.01%
600
+10
1634
$24K ﹤0.01%
295
1635
$24K ﹤0.01%
143
1636
$24K ﹤0.01%
400
1637
$24K ﹤0.01%
905
1638
$24K ﹤0.01%
1,025
+38
1639
$24K ﹤0.01%
433
+352
1640
$24K ﹤0.01%
781
1641
$24K ﹤0.01%
790
1642
$24K ﹤0.01%
176
-12
1643
$24K ﹤0.01%
1,185
+953
1644
$24K ﹤0.01%
3,157
+900
1645
$23K ﹤0.01%
1,979
+481
1646
$23K ﹤0.01%
3,166
+744
1647
$23K ﹤0.01%
155
+3
1648
$23K ﹤0.01%
623
+354
1649
$23K ﹤0.01%
581
+205
1650
$23K ﹤0.01%
1,860
+170
64 65
66
67 68