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
2576
$1K ﹤0.01%
+3
2577
$1K ﹤0.01%
33
2578
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358
2579
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111
+11
2580
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+24
2581
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+29
2582
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12
2583
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21
2584
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26
-73
2585
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+133
2586
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36
2587
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92
-19
2588
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33
2589
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134
2590
$1K ﹤0.01%
+39
2591
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+58
2592
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+134
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+100
2594
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+349
2595
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186
-4,656
2596
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134
2597
$1K ﹤0.01%
53
2598
$1K ﹤0.01%
+22
2599
$1K ﹤0.01%
45
-46
2600
$1K ﹤0.01%
38
-853
102 103
104
105 106