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
2426
$3K ﹤0.01%
34
+13
2427
$3K ﹤0.01%
56
2428
$3K ﹤0.01%
+75
2429
$3K ﹤0.01%
31
2430
$3K ﹤0.01%
292
2431
$3K ﹤0.01%
75
2432
$3K ﹤0.01%
39
2433
$3K ﹤0.01%
221
-81
2434
$3K ﹤0.01%
138
+38
2435
$3K ﹤0.01%
100
2436
$3K ﹤0.01%
+715
2437
$3K ﹤0.01%
55
-11
2438
$3K ﹤0.01%
54
2439
$3K ﹤0.01%
112
-43
2440
$3K ﹤0.01%
64
2441
$3K ﹤0.01%
120
2442
$3K ﹤0.01%
74
-25
2443
$3K ﹤0.01%
187
+94
2444
$3K ﹤0.01%
19
+8
2445
$3K ﹤0.01%
48
2446
$3K ﹤0.01%
+200
2447
$3K ﹤0.01%
93
-64
2448
$3K ﹤0.01%
267
+110
2449
$3K ﹤0.01%
86
2450
$3K ﹤0.01%
935
+51
96 97
98
99 100