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
2326
$1K ﹤0.01%
+8
2327
$1K ﹤0.01%
15
-13
2328
$1K ﹤0.01%
+33
2329
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+15
2330
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+23
2331
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32
-35
2332
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30
2333
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19
-279
2334
$1K ﹤0.01%
16
2335
$1K ﹤0.01%
288
2336
$1K ﹤0.01%
54
-123
2337
$1K ﹤0.01%
17
2338
$1K ﹤0.01%
+3
2339
$1K ﹤0.01%
55
-746
2340
$1K ﹤0.01%
110
-312
2341
$1K ﹤0.01%
11
-39
2342
$1K ﹤0.01%
+57
2343
$1K ﹤0.01%
+27
2344
$1K ﹤0.01%
122
+74
2345
$1K ﹤0.01%
+20
2346
$1K ﹤0.01%
+20
2347
$1K ﹤0.01%
+62
2348
$1K ﹤0.01%
24
-49
2349
$1K ﹤0.01%
+71
2350
$1K ﹤0.01%
87
-268
92 93
94
95 96