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
2451
$3K ﹤0.01%
989
+178
2452
$3K ﹤0.01%
156
2453
$3K ﹤0.01%
201
2454
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200
2455
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49
+21
2456
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76
+22
2457
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153
2458
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88
-46
2459
$3K ﹤0.01%
237
+192
2460
$3K ﹤0.01%
244
2461
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76
2462
$3K ﹤0.01%
92
-42
2463
$3K ﹤0.01%
16
+6
2464
$3K ﹤0.01%
18
+3
2465
$3K ﹤0.01%
175
2466
$3K ﹤0.01%
39
2467
$3K ﹤0.01%
+402
2468
$3K ﹤0.01%
35
+25
2469
$3K ﹤0.01%
+40
2470
$3K ﹤0.01%
154
+44
2471
$3K ﹤0.01%
96
2472
$3K ﹤0.01%
61
+28
2473
$3K ﹤0.01%
40
2474
$3K ﹤0.01%
28
2475
$3K ﹤0.01%
351
-121
97 98
99
100 101