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
1876
$4K ﹤0.01%
320
-80
1877
$4K ﹤0.01%
184
+58
1878
$4K ﹤0.01%
134
-282
1879
$4K ﹤0.01%
288
+242
1880
$4K ﹤0.01%
70
-68
1881
$4K ﹤0.01%
23
+11
1882
$4K ﹤0.01%
134
+46
1883
$4K ﹤0.01%
64
+50
1884
$4K ﹤0.01%
568
+284
1885
$4K ﹤0.01%
146
+12
1886
$4K ﹤0.01%
63
+27
1887
$4K ﹤0.01%
49
+12
1888
$4K ﹤0.01%
+260
1889
$4K ﹤0.01%
+478
1890
$4K ﹤0.01%
96
+68
1891
$4K ﹤0.01%
380
+158
1892
$4K ﹤0.01%
59
1893
$4K ﹤0.01%
76
+39
1894
$4K ﹤0.01%
74
1895
$4K ﹤0.01%
150
+116
1896
$4K ﹤0.01%
210
1897
$4K ﹤0.01%
605
+188
1898
$4K ﹤0.01%
1,151
+527
1899
$4K ﹤0.01%
69
+56
1900
$4K ﹤0.01%
28
+20
74 75
76
77 78