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
1851
$14K ﹤0.01%
106
+16
1852
$14K ﹤0.01%
404
+16
1853
$14K ﹤0.01%
150
-15
1854
$14K ﹤0.01%
1,259
+299
1855
$14K ﹤0.01%
154
1856
$14K ﹤0.01%
77
+20
1857
$14K ﹤0.01%
216
-731
1858
$14K ﹤0.01%
201
+127
1859
$14K ﹤0.01%
131
+17
1860
$14K ﹤0.01%
672
+32
1861
$14K ﹤0.01%
197
+26
1862
$14K ﹤0.01%
1,180
+62
1863
$14K ﹤0.01%
333
1864
$14K ﹤0.01%
890
-117
1865
$14K ﹤0.01%
390
+273
1866
$14K ﹤0.01%
285
+142
1867
$14K ﹤0.01%
1,600
1868
$14K ﹤0.01%
232
-30
1869
$14K ﹤0.01%
630
-13
1870
$14K ﹤0.01%
200
1871
$14K ﹤0.01%
1,433
+34
1872
$14K ﹤0.01%
432
1873
$14K ﹤0.01%
284
+15
1874
$14K ﹤0.01%
1,100
1875
$14K ﹤0.01%
760
+734
73 74
75
76 77