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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
1976
$3K ﹤0.01%
34
1977
$3K ﹤0.01%
+127
1978
$3K ﹤0.01%
2,371
+830
1979
$3K ﹤0.01%
46
+13
1980
$3K ﹤0.01%
2,905
-2,537
1981
$3K ﹤0.01%
38
+27
1982
$3K ﹤0.01%
337
-153
1983
$3K ﹤0.01%
211
+153
1984
$3K ﹤0.01%
65
+41
1985
$3K ﹤0.01%
+56
1986
$3K ﹤0.01%
+186
1987
$3K ﹤0.01%
+107
1988
$3K ﹤0.01%
75
+37
1989
$3K ﹤0.01%
+109
1990
$3K ﹤0.01%
71
+25
1991
$3K ﹤0.01%
250
+160
1992
$3K ﹤0.01%
350
1993
$3K ﹤0.01%
129
+71
1994
$3K ﹤0.01%
+194
1995
$3K ﹤0.01%
98
-63
1996
$3K ﹤0.01%
66
1997
$3K ﹤0.01%
54
-55
1998
$3K ﹤0.01%
17
-48
1999
$3K ﹤0.01%
+341
2000
$3K ﹤0.01%
+149
78 79
80
81 82