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
1276
$23K ﹤0.01%
203
+30
1277
$23K ﹤0.01%
205
+62
1278
$23K ﹤0.01%
1,576
+652
1279
$23K ﹤0.01%
225
-133
1280
$23K ﹤0.01%
220
-266
1281
$23K ﹤0.01%
388
+114
1282
$23K ﹤0.01%
1,332
-956
1283
$23K ﹤0.01%
219
+52
1284
$23K ﹤0.01%
+836
1285
$23K ﹤0.01%
1,000
-500
1286
$23K ﹤0.01%
1,793
+1,020
1287
$23K ﹤0.01%
715
-1,515
1288
$23K ﹤0.01%
357
-207
1289
$22K ﹤0.01%
1,179
-3,168
1290
$22K ﹤0.01%
300
1291
$22K ﹤0.01%
911
+511
1292
$22K ﹤0.01%
8,422
1293
$22K ﹤0.01%
106
-282
1294
$22K ﹤0.01%
882
-234
1295
$22K ﹤0.01%
2,202
+521
1296
$22K ﹤0.01%
363
-20
1297
$22K ﹤0.01%
269
+19
1298
$22K ﹤0.01%
954
+244
1299
$22K ﹤0.01%
320
+28
1300
$22K ﹤0.01%
329
+192
50 51
52
53 54