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
2551
$2K ﹤0.01%
92
2552
$2K ﹤0.01%
75
-1
2553
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+46
2554
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+14
2555
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26
2556
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30
2557
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93
+50
2558
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36
-17
2559
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+48
2560
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+99
2561
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233
-36
2562
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+300
2563
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34
2564
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40
-2,000
2565
$2K ﹤0.01%
75
2566
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61
2567
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2568
$1K ﹤0.01%
+30
2569
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31
-20
2570
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2571
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+28
2572
$1K ﹤0.01%
34
2573
$1K ﹤0.01%
11
-8
2574
$1K ﹤0.01%
+7
2575
$1K ﹤0.01%
97
101 102
103
104 105