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
2601
$1K ﹤0.01%
33
-51
2602
$1K ﹤0.01%
67
2603
$1K ﹤0.01%
187
2604
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46
2605
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16
+9
2606
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115
-16
2607
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+11
2608
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75
-75
2609
$1K ﹤0.01%
11
-13
2610
$1K ﹤0.01%
191
2611
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19
2612
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+19
2613
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+26
2614
$1K ﹤0.01%
+4
2615
$1K ﹤0.01%
+20
2616
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42
2617
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50
2618
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+118
2619
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2620
$1K ﹤0.01%
+26
2621
$1K ﹤0.01%
+25
2622
$1K ﹤0.01%
+6
2623
$1K ﹤0.01%
8
2624
$1K ﹤0.01%
44
2625
$1K ﹤0.01%
+324
103 104
105
106 107