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
1576
$10K ﹤0.01%
+200
1577
$10K ﹤0.01%
+432
1578
$10K ﹤0.01%
+407
1579
$10K ﹤0.01%
+836
1580
$10K ﹤0.01%
+244
1581
$10K ﹤0.01%
+1,034
1582
$10K ﹤0.01%
73
-36
1583
$10K ﹤0.01%
99
+57
1584
$9K ﹤0.01%
90
+63
1585
$9K ﹤0.01%
142
-53
1586
$9K ﹤0.01%
843
+842
1587
$9K ﹤0.01%
+220
1588
$9K ﹤0.01%
273
-603
1589
$9K ﹤0.01%
75
1590
$9K ﹤0.01%
353
-38
1591
$9K ﹤0.01%
152
-1,319
1592
$9K ﹤0.01%
73
1593
$9K ﹤0.01%
409
+373
1594
$9K ﹤0.01%
175
+83
1595
$9K ﹤0.01%
300
1596
$9K ﹤0.01%
323
+30
1597
$9K ﹤0.01%
198
+31
1598
$9K ﹤0.01%
154
-160
1599
$9K ﹤0.01%
175
-24,488
1600
$9K ﹤0.01%
304
+123
62 63
64
65 66