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
1801
$5K ﹤0.01%
235
1802
$5K ﹤0.01%
+433
1803
$5K ﹤0.01%
65
+28
1804
$5K ﹤0.01%
231
+135
1805
$5K ﹤0.01%
104
-138
1806
$5K ﹤0.01%
104
-34
1807
$5K ﹤0.01%
41
+5
1808
$5K ﹤0.01%
30
-45
1809
$5K ﹤0.01%
377
+344
1810
$5K ﹤0.01%
150
-1,450
1811
$5K ﹤0.01%
19
+7
1812
$5K ﹤0.01%
90
+22
1813
$5K ﹤0.01%
34
+11
1814
$5K ﹤0.01%
+674
1815
$5K ﹤0.01%
85
-45
1816
$5K ﹤0.01%
272
+146
1817
$5K ﹤0.01%
+316
1818
$5K ﹤0.01%
+78
1819
$5K ﹤0.01%
300
-14
1820
$5K ﹤0.01%
33
+13
1821
$5K ﹤0.01%
231
+199
1822
$5K ﹤0.01%
50
+40
1823
$5K ﹤0.01%
130
+30
1824
$5K ﹤0.01%
260
+128
1825
$5K ﹤0.01%
47
+34
71 72
73
74 75