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
2026
$9K ﹤0.01%
212
2027
$9K ﹤0.01%
75
2028
$9K ﹤0.01%
295
2029
$9K ﹤0.01%
119
+19
2030
$9K ﹤0.01%
300
2031
$9K ﹤0.01%
974
2032
$9K ﹤0.01%
179
+39
2033
$9K ﹤0.01%
250
2034
$9K ﹤0.01%
386
+22
2035
$9K ﹤0.01%
511
+77
2036
$9K ﹤0.01%
49
2037
$9K ﹤0.01%
212
2038
$9K ﹤0.01%
1,148
+36
2039
$9K ﹤0.01%
546
2040
$9K ﹤0.01%
75
+29
2041
$9K ﹤0.01%
282
2042
$9K ﹤0.01%
69
+45
2043
$9K ﹤0.01%
421
+6
2044
$9K ﹤0.01%
122
+10
2045
$9K ﹤0.01%
403
-107
2046
$9K ﹤0.01%
244
+85
2047
$9K ﹤0.01%
120
+15
2048
$9K ﹤0.01%
310
2049
$9K ﹤0.01%
186
2050
$9K ﹤0.01%
291