S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
2426
$1K ﹤0.01%
55
-9
2427
$1K ﹤0.01%
+78
2428
$1K ﹤0.01%
+140
2429
$1K ﹤0.01%
+14
2430
$1K ﹤0.01%
+3
2431
$1K ﹤0.01%
+36
2432
$1K ﹤0.01%
+8
2433
$1K ﹤0.01%
224
+208
2434
$1K ﹤0.01%
20
2435
$1K ﹤0.01%
+59
2436
$1K ﹤0.01%
34
-1
2437
$1K ﹤0.01%
+20
2438
$1K ﹤0.01%
+37
2439
$1K ﹤0.01%
+23
2440
$1K ﹤0.01%
32
-35
2441
$1K ﹤0.01%
30
2442
$1K ﹤0.01%
288
2443
$1K ﹤0.01%
54
-123
2444
$1K ﹤0.01%
17
2445
$1K ﹤0.01%
+24
2446
$1K ﹤0.01%
+26
2447
$1K ﹤0.01%
21
2448
$1K ﹤0.01%
+31
2449
$1K ﹤0.01%
+164
2450
$1K ﹤0.01%
+12
96 97
98
99 100