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
1726
$19K ﹤0.01%
736
+210
1727
$19K ﹤0.01%
222
+41
1728
$19K ﹤0.01%
472
-408
1729
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277
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1730
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339
1731
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763
1732
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313
+19
1733
$19K ﹤0.01%
1,187
-64
1734
$19K ﹤0.01%
489
-107
1735
$19K ﹤0.01%
346
1736
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253
-50
1737
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196
+38
1738
$19K ﹤0.01%
552
+24
1739
$19K ﹤0.01%
490
+137
1740
$19K ﹤0.01%
924
+63
1741
$19K ﹤0.01%
112
+10
1742
$18K ﹤0.01%
+200
1743
$18K ﹤0.01%
234
+23
1744
$18K ﹤0.01%
217
+8
1745
$18K ﹤0.01%
74
-18
1746
$18K ﹤0.01%
117
1747
$18K ﹤0.01%
+2,250
1748
$18K ﹤0.01%
327
+59
1749
$18K ﹤0.01%
487
1750
$18K ﹤0.01%
1,200