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
2276
$1K ﹤0.01%
+198
2277
$1K ﹤0.01%
+10
2278
– –
0
2279
$1K ﹤0.01%
40
+1
2280
$1K ﹤0.01%
66
2281
$1K ﹤0.01%
+43
2282
$1K ﹤0.01%
+99
2283
$1K ﹤0.01%
21
2284
$1K ﹤0.01%
6
-5
2285
$1K ﹤0.01%
+100
2286
$1K ﹤0.01%
500
2287
$1K ﹤0.01%
23
2288
$1K ﹤0.01%
+74
2289
$1K ﹤0.01%
46
2290
$1K ﹤0.01%
+100
2291
$1K ﹤0.01%
+33
2292
$1K ﹤0.01%
+8
2293
$1K ﹤0.01%
53
-81
2294
$1K ﹤0.01%
+155
2295
$1K ﹤0.01%
87
+73
2296
$1K ﹤0.01%
88
+71
2297
$1K ﹤0.01%
+75
2298
$1K ﹤0.01%
+37
2299
$1K ﹤0.01%
+11
2300
$1K ﹤0.01%
23
-1,306
90 91
92
93 94