We are live on ! Find out more
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
1926
$4K ﹤0.01%
+53
1927
$4K ﹤0.01%
1,600
1928
$4K ﹤0.01%
449
-611
1929
$4K ﹤0.01%
57
1930
$3K ﹤0.01%
83
1931
$3K ﹤0.01%
+49
1932
$3K ﹤0.01%
102
-1
1933
$3K ﹤0.01%
+90
1934
$3K ﹤0.01%
44
1935
$3K ﹤0.01%
+309
1936
$3K ﹤0.01%
51
+21
1937
$3K ﹤0.01%
+206
1938
$3K ﹤0.01%
117
-117
1939
$3K ﹤0.01%
+121
1940
$3K ﹤0.01%
86
1941
$3K ﹤0.01%
137
+30
1942
$3K ﹤0.01%
+144
1943
$3K ﹤0.01%
811
-351
1944
$3K ﹤0.01%
26
-18
1945
$3K ﹤0.01%
25
-55
1946
$3K ﹤0.01%
+30
1947
$3K ﹤0.01%
71
+24
1948
$3K ﹤0.01%
+162
1949
$3K ﹤0.01%
+43
1950
$3K ﹤0.01%
107
+98
76 77
78
79 80