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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
2,752
New
Increased
Reduced
Closed

Top Buys

1 +$82.9M
2 +$67.8M
3 +$64.8M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$45.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$43.6M

Top Sells

1 +$61.4M
2 +$51.5M
3 +$16.7M
4
KO icon
Coca-Cola
KO
+$12.8M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.26M

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
1801
$5K ﹤0.01%
+750
1802
$5K ﹤0.01%
890
+106
1803
$5K ﹤0.01%
+75
1804
$5K ﹤0.01%
155
1805
$5K ﹤0.01%
+647
1806
$5K ﹤0.01%
7
+6
1807
$5K ﹤0.01%
+88
1808
$5K ﹤0.01%
580
1809
$5K ﹤0.01%
66
1810
$5K ﹤0.01%
311
-595
1811
$5K ﹤0.01%
83
+12
1812
$5K ﹤0.01%
66
-527
1813
$5K ﹤0.01%
66
+47
1814
$5K ﹤0.01%
180
+140
1815
$5K ﹤0.01%
202
-952
1816
$5K ﹤0.01%
235
1817
$5K ﹤0.01%
+166
1818
$5K ﹤0.01%
300
+5
1819
$5K ﹤0.01%
95
+44
1820
$5K ﹤0.01%
379
+369
1821
$5K ﹤0.01%
208
-55
1822
$5K ﹤0.01%
153
-520
1823
$5K ﹤0.01%
130
-238
1824
$5K ﹤0.01%
+271
1825
$5K ﹤0.01%
649