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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
2,752
New
Increased
Reduced
Closed

Top Buys

1
+$82.9M
2
+$67.8M
3
+$64.8M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$45.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$43.6M

Top Sells

1
+$61.4M
2
+$51.5M
3
+$16.7M
4
KO icon
Coca-Cola
KO
+$12.8M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.26M

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
1226
$26K ﹤0.01%
2,168
-244
1227
$26K ﹤0.01%
4,367
+2,242
1228
$26K ﹤0.01%
2,181
-900
1229
$25K ﹤0.01%
1,832
+519
1230
$25K ﹤0.01%
5,762
-1,943
1231
$25K ﹤0.01%
2,126
+1,489
1232
$25K ﹤0.01%
1,161
1233
$25K ﹤0.01%
1,144
-123
1234
$25K ﹤0.01%
489
-600
1235
$25K ﹤0.01%
112
+4
1236
$25K ﹤0.01%
207
+29
1237
$25K ﹤0.01%
574
+289
1238
$25K ﹤0.01%
935
+915
1239
$25K ﹤0.01%
422
+44
1240
$25K ﹤0.01%
382
+17
1241
$25K ﹤0.01%
486
+152
1242
$25K ﹤0.01%
983
-741
1243
$25K ﹤0.01%
2,009
+186
1244
$25K ﹤0.01%
308
+193
1245
$25K ﹤0.01%
341
-6,484
1246
$25K ﹤0.01%
455
-102
1247
$25K ﹤0.01%
813
+384
1248
$24K ﹤0.01%
9,094
-14,357
1249
$24K ﹤0.01%
+439
1250
$24K ﹤0.01%
658
+432
48 49
50
51 52