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
1776
$5K ﹤0.01%
162
+149
1777
$5K ﹤0.01%
+53
1778
$5K ﹤0.01%
42
1779
$5K ﹤0.01%
7
+6
1780
$5K ﹤0.01%
+88
1781
$5K ﹤0.01%
580
1782
$5K ﹤0.01%
66
1783
$5K ﹤0.01%
311
-595
1784
$5K ﹤0.01%
83
+12
1785
$5K ﹤0.01%
239
+184
1786
$5K ﹤0.01%
+456
1787
$5K ﹤0.01%
208
-88
1788
$5K ﹤0.01%
220
+164
1789
$5K ﹤0.01%
192
1790
$5K ﹤0.01%
117
+103
1791
$5K ﹤0.01%
+974
1792
$5K ﹤0.01%
66
-527
1793
$5K ﹤0.01%
115
+19
1794
$5K ﹤0.01%
99
1795
$5K ﹤0.01%
87
+18
1796
$5K ﹤0.01%
78
+19
1797
$5K ﹤0.01%
66
+47
1798
$5K ﹤0.01%
155
1799
$5K ﹤0.01%
180
+140
1800
$5K ﹤0.01%
202
-952
70 71
72
73 74