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
2401
$1K ﹤0.01%
+64
2402
$1K ﹤0.01%
+16
2403
$1K ﹤0.01%
+60
2404
$1K ﹤0.01%
+177
2405
$1K ﹤0.01%
+1
2406
$1K ﹤0.01%
47
+29
2407
$1K ﹤0.01%
49
-2
2408
$1K ﹤0.01%
23
2409
$1K ﹤0.01%
+79
2410
$1K ﹤0.01%
+27
2411
$1K ﹤0.01%
+44
2412
$1K ﹤0.01%
+50
2413
$1K ﹤0.01%
113
2414
$1K ﹤0.01%
47
2415
$1K ﹤0.01%
+7
2416
$1K ﹤0.01%
300
2417
$1K ﹤0.01%
+36
2418
$1K ﹤0.01%
40
2419
$1K ﹤0.01%
+17
2420
$1K ﹤0.01%
132
2421
$1K ﹤0.01%
+15
2422
$1K ﹤0.01%
+92
2423
$1K ﹤0.01%
41
+2
2424
$1K ﹤0.01%
+4
2425
$1K ﹤0.01%
+138
95 96
97
98 99