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
2176
$6K ﹤0.01%
357
+86
2177
$6K ﹤0.01%
20
-1
2178
$6K ﹤0.01%
104
+57
2179
$6K ﹤0.01%
43
+18
2180
$6K ﹤0.01%
132
+37
2181
$6K ﹤0.01%
100
2182
$6K ﹤0.01%
1,525
+1,102
2183
$6K ﹤0.01%
309
2184
$6K ﹤0.01%
23
+21
2185
$6K ﹤0.01%
11
-789
2186
$6K ﹤0.01%
124
+17
2187
$6K ﹤0.01%
393
+93
2188
$6K ﹤0.01%
500
2189
$6K ﹤0.01%
165
2190
$6K ﹤0.01%
74
+24
2191
$6K ﹤0.01%
53
2192
$6K ﹤0.01%
1,600
2193
$6K ﹤0.01%
200
2194
$6K ﹤0.01%
159
-49
2195
$6K ﹤0.01%
89
+20
2196
$6K ﹤0.01%
89
+16
2197
$6K ﹤0.01%
+152
2198
$6K ﹤0.01%
115
+29
2199
$6K ﹤0.01%
175
+45
2200
$6K ﹤0.01%
69
+29
86 87
88
89 90