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
1776
$17K ﹤0.01%
113
-182
1777
$17K ﹤0.01%
417
+349
1778
$17K ﹤0.01%
1,851
-181
1779
$17K ﹤0.01%
212
+3
1780
$17K ﹤0.01%
419
1781
$17K ﹤0.01%
1,100
-137
1782
$17K ﹤0.01%
558
1783
$17K ﹤0.01%
543
1784
$17K ﹤0.01%
214
1785
$17K ﹤0.01%
1,720
+315
1786
$17K ﹤0.01%
+1,250
1787
$17K ﹤0.01%
375
-100
1788
$17K ﹤0.01%
92
+11
1789
$17K ﹤0.01%
+307
1790
$16K ﹤0.01%
186
-18
1791
$16K ﹤0.01%
+200
1792
$16K ﹤0.01%
103
+6
1793
$16K ﹤0.01%
157
1794
$16K ﹤0.01%
1,172
1795
$16K ﹤0.01%
+128
1796
$16K ﹤0.01%
337
+50
1797
$16K ﹤0.01%
361
+77
1798
$16K ﹤0.01%
252
+140
1799
$16K ﹤0.01%
140
+13
1800
$16K ﹤0.01%
500
70 71
72
73 74