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
2376
$1K ﹤0.01%
31
-31
2377
$1K ﹤0.01%
21
2378
$1K ﹤0.01%
+20
2379
$1K ﹤0.01%
+27
2380
$1K ﹤0.01%
+31
2381
$1K ﹤0.01%
+164
2382
$1K ﹤0.01%
91
+76
2383
$1K ﹤0.01%
+100
2384
$1K ﹤0.01%
19
+11
2385
$1K ﹤0.01%
+12
2386
$1K ﹤0.01%
10
2387
$1K ﹤0.01%
+28
2388
$1K ﹤0.01%
+86
2389
$1K ﹤0.01%
+18
2390
$1K ﹤0.01%
180
+160
2391
$1K ﹤0.01%
32
+11
2392
$1K ﹤0.01%
+48
2393
$1K ﹤0.01%
24
-4
2394
$1K ﹤0.01%
11
2395
$1K ﹤0.01%
30
2396
$1K ﹤0.01%
123
2397
$1K ﹤0.01%
+23
2398
$1K ﹤0.01%
35
2399
$1K ﹤0.01%
+43
2400
$1K ﹤0.01%
+49
94 95
96
97 98