S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,751
New
Increased
Reduced
Closed

Top Buys

1
+$90M
2
+$70.3M
3
+$68.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$47.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$45.5M

Top Sells

1
+$62.7M
2
+$54.7M
3
+$22.1M
4
KO icon
Coca-Cola
KO
+$12.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M

Sector Composition

1 Technology 6.23%
2 Consumer Discretionary 4.1%
3 Financials 3.6%
4 Healthcare 3.57%
5 Consumer Staples 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$65K ﹤0.01%
22
+10
852
$65K ﹤0.01%
1,862
+263
853
$64K ﹤0.01%
2,976
854
$64K ﹤0.01%
865
-75
855
$64K ﹤0.01%
354
+125
856
$64K ﹤0.01%
1,800
-93
857
$64K ﹤0.01%
3,237
+2,617
858
$64K ﹤0.01%
1,946
-1,970
859
$63K ﹤0.01%
6,537
+1,358
860
$63K ﹤0.01%
1,364
861
$63K ﹤0.01%
1,150
+80
862
$63K ﹤0.01%
1,963
+1,264
863
$62K ﹤0.01%
978
-7
864
$62K ﹤0.01%
1,095
-258
865
$62K ﹤0.01%
2,410
+36
866
$62K ﹤0.01%
1,091
+299
867
$62K ﹤0.01%
4,068
+445
868
$62K ﹤0.01%
1,483
-541
869
$62K ﹤0.01%
1,095
870
$62K ﹤0.01%
748
+733
871
$62K ﹤0.01%
1,974
-6,988
872
$62K ﹤0.01%
509
873
$61K ﹤0.01%
825
+8
874
$61K ﹤0.01%
2,921
+2,835
875
$61K ﹤0.01%
1,233
+31
33 34
35
36 37