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
2626
$1K ﹤0.01%
+26
2627
$1K ﹤0.01%
14
-18
2628
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+58
2629
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24
2630
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+3
2631
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423
2632
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2633
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2634
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2635
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15
2636
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2637
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2638
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2639
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11
2640
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83
2641
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32
-5
2642
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+3
2643
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56
2644
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15
+13
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+39
2646
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28
2647
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23
2648
$1K ﹤0.01%
+47
2649
$1K ﹤0.01%
+45
2650
$1K ﹤0.01%
20