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
2351
$4K ﹤0.01%
66
2352
$4K ﹤0.01%
387
+273
2353
$4K ﹤0.01%
32
2354
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68
2355
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68
+25
2356
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117
2357
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268
-458
2358
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49
+31
2359
$4K ﹤0.01%
+55
2360
$4K ﹤0.01%
+2
2361
$4K ﹤0.01%
37
-8
2362
$4K ﹤0.01%
109
2363
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61
+1
2364
$4K ﹤0.01%
375
2365
$4K ﹤0.01%
155
2366
$4K ﹤0.01%
170
2367
$4K ﹤0.01%
42
2368
$4K ﹤0.01%
163
2369
$4K ﹤0.01%
350
2370
$4K ﹤0.01%
210
2371
$4K ﹤0.01%
+100
2372
$4K ﹤0.01%
59
-10
2373
$4K ﹤0.01%
+84
2374
$4K ﹤0.01%
51
+6
2375
$4K ﹤0.01%
63
-9
93 94
95
96 97