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
1176
$28K ﹤0.01%
1,713
-7,008
1177
$28K ﹤0.01%
1,830
-251
1178
$28K ﹤0.01%
563
+148
1179
$28K ﹤0.01%
767
-383
1180
$28K ﹤0.01%
1,226
+1,018
1181
$28K ﹤0.01%
+2,000
1182
$28K ﹤0.01%
503
+245
1183
$28K ﹤0.01%
340
+247
1184
$28K ﹤0.01%
725
+235
1185
$28K ﹤0.01%
640
+500
1186
$28K ﹤0.01%
3,121
-10,629
1187
$28K ﹤0.01%
692
+184
1188
$28K ﹤0.01%
475
+60
1189
$28K ﹤0.01%
385
+220
1190
$28K ﹤0.01%
6,026
+1,372
1191
$28K ﹤0.01%
1,571
+1,084
1192
$27K ﹤0.01%
2,383
+2,172
1193
$27K ﹤0.01%
425
-732
1194
$27K ﹤0.01%
752
+675
1195
$27K ﹤0.01%
2,759
+1,442
1196
$27K ﹤0.01%
1,817
-2,817
1197
$27K ﹤0.01%
345
-427
1198
$27K ﹤0.01%
1,477
-561
1199
$27K ﹤0.01%
882
-754
1200
$27K ﹤0.01%
903
-602
46 47
48
49 50