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
1726
$6K ﹤0.01%
62
-6
1727
$6K ﹤0.01%
+67
1728
$6K ﹤0.01%
+131
1729
$6K ﹤0.01%
224
-1,086
1730
$6K ﹤0.01%
44
+33
1731
$6K ﹤0.01%
117
-1,866
1732
$6K ﹤0.01%
51
+13
1733
$6K ﹤0.01%
+150
1734
$6K ﹤0.01%
339
-326
1735
$6K ﹤0.01%
119
+22
1736
$6K ﹤0.01%
996
+99
1737
$6K ﹤0.01%
+143
1738
$6K ﹤0.01%
169
-58
1739
$6K ﹤0.01%
335
1740
$6K ﹤0.01%
412
+2
1741
$6K ﹤0.01%
276
+138
1742
$6K ﹤0.01%
157
+12
1743
$6K ﹤0.01%
108
-177
1744
$6K ﹤0.01%
184
+1
1745
$6K ﹤0.01%
69
+49
1746
$6K ﹤0.01%
957
-525
1747
$6K ﹤0.01%
236
1748
$6K ﹤0.01%
313
+50
1749
$6K ﹤0.01%
358
-667
1750
$6K ﹤0.01%
60
-595
68 69
70
71 72