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
2226
$2K ﹤0.01%
+50
2227
$2K ﹤0.01%
+99
2228
$2K ﹤0.01%
+22
2229
$2K ﹤0.01%
46
2230
$2K ﹤0.01%
66
+29
2231
$2K ﹤0.01%
+68
2232
$2K ﹤0.01%
+130
2233
$2K ﹤0.01%
+349
2234
$2K ﹤0.01%
197
-3,740
2235
$2K ﹤0.01%
300
-350
2236
$1K ﹤0.01%
+3
2237
$1K ﹤0.01%
+52
2238
$1K ﹤0.01%
+69
2239
$1K ﹤0.01%
+50
2240
$1K ﹤0.01%
22
2241
$1K ﹤0.01%
+36
2242
$1K ﹤0.01%
+8
2243
$1K ﹤0.01%
224
+208
2244
$1K ﹤0.01%
20
2245
$1K ﹤0.01%
+59
2246
$1K ﹤0.01%
34
-1
2247
$1K ﹤0.01%
+20
2248
$1K ﹤0.01%
+75
2249
$1K ﹤0.01%
76
+60
2250
$1K ﹤0.01%
+24
88 89
90
91 92