S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,884
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$53.6M
3
+$23.1M
4
PTON icon
Peloton Interactive
PTON
+$14.6M
5
ABT icon
Abbott
ABT
+$4.07M

Top Sells

1
+$203M
2
+$22.9M
3
+$22.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.86M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.65M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 5.03%
3 Financials 4.21%
4 Healthcare 3.41%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2K ﹤0.01%
31
2477
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62
2478
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+110
2479
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36
-11
2480
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+33
2481
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84
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2483
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33
-25
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2485
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-5
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100
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-30
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47
+34
2489
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2490
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+250
2491
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2492
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2493
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2494
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2495
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39
+38
2496
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76
2497
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247
-168
2498
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12
-6
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16
2500
$2K ﹤0.01%
19
-15
98 99
100
101 102