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
2551
$2K ﹤0.01%
+200
2552
$2K ﹤0.01%
+30
2553
$2K ﹤0.01%
32
+21
2554
$2K ﹤0.01%
128
-25
2555
$2K ﹤0.01%
11
+5
2556
$2K ﹤0.01%
55
2557
$2K ﹤0.01%
289
+227
2558
$2K ﹤0.01%
65
-9
2559
$2K ﹤0.01%
57
+36
2560
$2K ﹤0.01%
+200
2561
$2K ﹤0.01%
85
2562
$2K ﹤0.01%
47
-40
2563
$2K ﹤0.01%
127
2564
$2K ﹤0.01%
+201
2565
$2K ﹤0.01%
66
2566
$2K ﹤0.01%
+20
2567
$2K ﹤0.01%
+2
2568
$1K ﹤0.01%
+13
2569
$1K ﹤0.01%
+11
2570
$1K ﹤0.01%
11
2571
$1K ﹤0.01%
43
-3
2572
$1K ﹤0.01%
8
-7
2573
$1K ﹤0.01%
+1
2574
$1K ﹤0.01%
+30
2575
$1K ﹤0.01%
+111
101 102
103
104 105