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
1676
$7K ﹤0.01%
340
+170
1677
$7K ﹤0.01%
+124
1678
$7K ﹤0.01%
1,871
-4,172
1679
$7K ﹤0.01%
126
-34
1680
$7K ﹤0.01%
99
-277
1681
$7K ﹤0.01%
500
1682
$7K ﹤0.01%
+765
1683
$7K ﹤0.01%
1,214
+1,191
1684
$7K ﹤0.01%
121
+74
1685
$7K ﹤0.01%
873
-2,521
1686
$7K ﹤0.01%
238
-523
1687
$7K ﹤0.01%
102
1688
$7K ﹤0.01%
116
1689
$7K ﹤0.01%
+399
1690
$7K ﹤0.01%
184
-208
1691
$7K ﹤0.01%
230
+163
1692
$7K ﹤0.01%
85
1693
$7K ﹤0.01%
834
1694
$7K ﹤0.01%
120
+10
1695
$7K ﹤0.01%
+625
1696
$7K ﹤0.01%
+595
1697
$7K ﹤0.01%
57
-70
1698
$7K ﹤0.01%
+222
1699
$7K ﹤0.01%
84
-21
1700
$7K ﹤0.01%
500
-3,431
66 67
68
69 70