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
2201
$2K ﹤0.01%
+238
2202
$2K ﹤0.01%
192
-102
2203
$2K ﹤0.01%
50
+23
2204
$2K ﹤0.01%
375
2205
$2K ﹤0.01%
59
+12
2206
$2K ﹤0.01%
+128
2207
$2K ﹤0.01%
+32
2208
$2K ﹤0.01%
+130
2209
$2K ﹤0.01%
65
+21
2210
$2K ﹤0.01%
+102
2211
$2K ﹤0.01%
+100
2212
$2K ﹤0.01%
+42
2213
$2K ﹤0.01%
+495
2214
$2K ﹤0.01%
+107
2215
$2K ﹤0.01%
+45
2216
$2K ﹤0.01%
+243
2217
$2K ﹤0.01%
187
-1,739
2218
$2K ﹤0.01%
153
-847
2219
$2K ﹤0.01%
38
+2
2220
$2K ﹤0.01%
+136
2221
$2K ﹤0.01%
+33
2222
$2K ﹤0.01%
142
2223
$2K ﹤0.01%
189
+10
2224
$2K ﹤0.01%
9
+4
2225
$2K ﹤0.01%
+42
87 88
89
90 91