S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1826
$5K ﹤0.01%
164
+109
1827
$5K ﹤0.01%
387
-1,090
1828
$5K ﹤0.01%
300
+5
1829
$5K ﹤0.01%
95
+44
1830
$5K ﹤0.01%
379
+369
1831
$5K ﹤0.01%
208
-55
1832
$5K ﹤0.01%
153
-520
1833
$5K ﹤0.01%
+271
1834
$5K ﹤0.01%
649
1835
$5K ﹤0.01%
11
+9
1836
$5K ﹤0.01%
+300
1837
$5K ﹤0.01%
+1,500
1838
$5K ﹤0.01%
155
+88
1839
$5K ﹤0.01%
117
+1
1840
$5K ﹤0.01%
515
+328
1841
$5K ﹤0.01%
+133
1842
$5K ﹤0.01%
+750
1843
$5K ﹤0.01%
+188
1844
$5K ﹤0.01%
39
-16
1845
$5K ﹤0.01%
63
+23
1846
$5K ﹤0.01%
+344
1847
$5K ﹤0.01%
145
-80
1848
$5K ﹤0.01%
890
+106
1849
$5K ﹤0.01%
+75
1850
$4K ﹤0.01%
195
+119
72 73
74
75 76