S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
2501
$2K ﹤0.01%
811
-157
2502
$2K ﹤0.01%
20
-13
2503
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54
2504
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9
-3
2505
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155
-18
2506
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76
2507
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23
2508
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97
2509
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+98
2510
$2K ﹤0.01%
27
2511
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36
2512
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46
+4
2513
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+103
2514
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61
2515
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+10
2516
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34
-31
2517
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2518
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15
2519
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2,500
2520
$2K ﹤0.01%
40
2521
$2K ﹤0.01%
+126
2522
$2K ﹤0.01%
23
2523
$2K ﹤0.01%
134
2524
$2K ﹤0.01%
125
+105
2525
$2K ﹤0.01%
31
99 100
101
102 103