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
876
$61K ﹤0.01%
981
+80
877
$61K ﹤0.01%
1,527
-24
878
$61K ﹤0.01%
695
+29
879
$61K ﹤0.01%
+5,000
880
$60K ﹤0.01%
3,384
+191
881
$60K ﹤0.01%
529
-224
882
$60K ﹤0.01%
501
+49
883
$60K ﹤0.01%
3,696
-1,924
884
$60K ﹤0.01%
488
-219
885
$59K ﹤0.01%
836
+18
886
$59K ﹤0.01%
19,200
-747
887
$59K ﹤0.01%
4,000
888
$58K ﹤0.01%
374
-113
889
$57K ﹤0.01%
1,082
+44
890
$57K ﹤0.01%
1,635
+1,450
891
$57K ﹤0.01%
508
+180
892
$57K ﹤0.01%
463
+81
893
$57K ﹤0.01%
3,307
+2,508
894
$57K ﹤0.01%
978
-146
895
$57K ﹤0.01%
815
+90
896
$57K ﹤0.01%
1,359
+552
897
$57K ﹤0.01%
319
-33
898
$57K ﹤0.01%
1,635
+206
899
$56K ﹤0.01%
7,988
+1,993
900
$56K ﹤0.01%
1,348
+2
34 35
36
37 38