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
2351
$1K ﹤0.01%
+23
2352
$1K ﹤0.01%
+14
2353
$1K ﹤0.01%
100
2354
$1K ﹤0.01%
+250
2355
$1K ﹤0.01%
27
2356
$1K ﹤0.01%
+12
2357
$1K ﹤0.01%
+6
2358
$1K ﹤0.01%
39
2359
$1K ﹤0.01%
+50
2360
$1K ﹤0.01%
+20
2361
$1K ﹤0.01%
+47
2362
$1K ﹤0.01%
+97
2363
$1K ﹤0.01%
+17
2364
$1K ﹤0.01%
21
2365
$1K ﹤0.01%
53
+43
2366
– –
0
2367
$1K ﹤0.01%
59
-167
2368
$1K ﹤0.01%
+24
2369
$1K ﹤0.01%
+26
2370
$1K ﹤0.01%
85
2371
$1K ﹤0.01%
28
-122
2372
$1K ﹤0.01%
+19
2373
$1K ﹤0.01%
50
2374
$1K ﹤0.01%
+39
2375
$1K ﹤0.01%
+50
93 94
95
96 97