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
2276
$5K ﹤0.01%
148
2277
$5K ﹤0.01%
54
+19
2278
$5K ﹤0.01%
269
2279
$5K ﹤0.01%
33
2280
$5K ﹤0.01%
15
+7
2281
$5K ﹤0.01%
82
-56
2282
$5K ﹤0.01%
48
+13
2283
$5K ﹤0.01%
377
-314
2284
$5K ﹤0.01%
120
+13
2285
$5K ﹤0.01%
72
+29
2286
$5K ﹤0.01%
30
+4
2287
$5K ﹤0.01%
111
+23
2288
$5K ﹤0.01%
1,193
+193
2289
$5K ﹤0.01%
505
-522
2290
$5K ﹤0.01%
+112
2291
$5K ﹤0.01%
125
+17
2292
$5K ﹤0.01%
156
+105
2293
$5K ﹤0.01%
84
-8
2294
$5K ﹤0.01%
290
+118
2295
$5K ﹤0.01%
46
+27
2296
$5K ﹤0.01%
36
+28
2297
$5K ﹤0.01%
187
2298
$5K ﹤0.01%
50
2299
$5K ﹤0.01%
+92
2300
$5K ﹤0.01%
131
+13
90 91
92
93 94