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
2676
$1K ﹤0.01%
+40
2677
$1K ﹤0.01%
+40
2678
$1K ﹤0.01%
+23
2679
$1K ﹤0.01%
+100
2680
$1K ﹤0.01%
20
2681
$1K ﹤0.01%
132
-125
2682
$1K ﹤0.01%
59
2683
$1K ﹤0.01%
71
2684
$1K ﹤0.01%
59
2685
$1K ﹤0.01%
9
2686
$1K ﹤0.01%
42
2687
$1K ﹤0.01%
110
2688
$1K ﹤0.01%
+30
2689
$1K ﹤0.01%
+80
2690
$1K ﹤0.01%
+14
2691
$1K ﹤0.01%
+21
2692
$1K ﹤0.01%
27
2693
$1K ﹤0.01%
33
-6
2694
$1K ﹤0.01%
20
2695
$1K ﹤0.01%
45
2696
$1K ﹤0.01%
31
2697
$1K ﹤0.01%
89
-26
2698
$1K ﹤0.01%
+35
2699
$1K ﹤0.01%
22
-17
2700
$1K ﹤0.01%
23
106 107
108
109 110