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
1376
$18K ﹤0.01%
313
-22
1377
$18K ﹤0.01%
141
-9
1378
$18K ﹤0.01%
358
+42
1379
$18K ﹤0.01%
973
-1,771
1380
$18K ﹤0.01%
345
+178
1381
$18K ﹤0.01%
319
+14
1382
$17K ﹤0.01%
106
+27
1383
$17K ﹤0.01%
3,716
1384
$17K ﹤0.01%
613
-2,580
1385
$17K ﹤0.01%
590
+90
1386
$17K ﹤0.01%
700
-50
1387
$17K ﹤0.01%
2,085
+62
1388
$17K ﹤0.01%
5,042
+131
1389
$17K ﹤0.01%
303
+35
1390
$17K ﹤0.01%
250
+93
1391
$17K ﹤0.01%
203
+107
1392
$17K ﹤0.01%
300
1393
$17K ﹤0.01%
217
-15
1394
$17K ﹤0.01%
2,000
1395
$17K ﹤0.01%
1,943
+1,208
1396
$16K ﹤0.01%
682
+36
1397
$16K ﹤0.01%
427
+348
1398
$16K ﹤0.01%
903
+358
1399
$16K ﹤0.01%
163
+137
1400
$16K ﹤0.01%
323
-95
54 55
56
57 58