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
2226
$6K ﹤0.01%
83
+64
2227
$6K ﹤0.01%
214
+20
2228
$6K ﹤0.01%
38
-10
2229
$6K ﹤0.01%
75
+5
2230
$6K ﹤0.01%
+20
2231
$6K ﹤0.01%
118
2232
$6K ﹤0.01%
100
2233
$6K ﹤0.01%
113
2234
$6K ﹤0.01%
130
-13
2235
$6K ﹤0.01%
130
-31
2236
$6K ﹤0.01%
291
+269
2237
$6K ﹤0.01%
1,472
2238
$6K ﹤0.01%
262
2239
$6K ﹤0.01%
204
2240
$6K ﹤0.01%
169
+92
2241
$6K ﹤0.01%
100
2242
$6K ﹤0.01%
65
+17
2243
$5K ﹤0.01%
776
+65
2244
$5K ﹤0.01%
92
2245
$5K ﹤0.01%
+200
2246
$5K ﹤0.01%
312
2247
$5K ﹤0.01%
344
-73
2248
$5K ﹤0.01%
221
+12
2249
$5K ﹤0.01%
204
2250
$5K ﹤0.01%
80
88 89
90
91 92