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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
1951
$3K ﹤0.01%
+37
1952
$3K ﹤0.01%
1,000
-500
1953
$3K ﹤0.01%
74
-41
1954
$3K ﹤0.01%
17
1955
$3K ﹤0.01%
+19
1956
$3K ﹤0.01%
286
+81
1957
$3K ﹤0.01%
+261
1958
$3K ﹤0.01%
+118
1959
$3K ﹤0.01%
161
-18
1960
$3K ﹤0.01%
210
+128
1961
$3K ﹤0.01%
+275
1962
$3K ﹤0.01%
123
+100
1963
$3K ﹤0.01%
+114
1964
$3K ﹤0.01%
54
-1
1965
$3K ﹤0.01%
485
-14
1966
$3K ﹤0.01%
390
+340
1967
$3K ﹤0.01%
+184
1968
$3K ﹤0.01%
10
1969
$3K ﹤0.01%
84
-884
1970
$3K ﹤0.01%
572
-35
1971
$3K ﹤0.01%
59
+28
1972
$3K ﹤0.01%
703
-2,864
1973
$3K ﹤0.01%
+149
1974
$3K ﹤0.01%
+459
1975
$3K ﹤0.01%
+81
77 78
79
80 81