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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
2001
$10K ﹤0.01%
2
2002
$10K ﹤0.01%
69
2003
$10K ﹤0.01%
134
2004
$9K ﹤0.01%
100
+10
2005
$9K ﹤0.01%
92
-24
2006
$9K ﹤0.01%
244
+77
2007
$9K ﹤0.01%
198
-23
2008
$9K ﹤0.01%
230
+103
2009
$9K ﹤0.01%
97
-19
2010
$9K ﹤0.01%
212
2011
$9K ﹤0.01%
50
+16
2012
$9K ﹤0.01%
88
+28
2013
$9K ﹤0.01%
75
2014
$9K ﹤0.01%
295
2015
$9K ﹤0.01%
119
+19
2016
$9K ﹤0.01%
300
2017
$9K ﹤0.01%
974
2018
$9K ﹤0.01%
85
+9
2019
$9K ﹤0.01%
191
+76
2020
$9K ﹤0.01%
245
+168
2021
$9K ﹤0.01%
179
+39
2022
$9K ﹤0.01%
250
2023
$9K ﹤0.01%
386
+22
2024
$9K ﹤0.01%
549
-90
2025
$9K ﹤0.01%
521
+233
79 80
81
82 83