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
976
$79K ﹤0.01%
1,512
-209
977
$78K ﹤0.01%
4,171
978
$78K ﹤0.01%
413
+105
979
$78K ﹤0.01%
1,364
980
$78K ﹤0.01%
1,744
981
$78K ﹤0.01%
5,432
-1,643
982
$77K ﹤0.01%
438
+11
983
$77K ﹤0.01%
+2,330
984
$77K ﹤0.01%
809
+36
985
$76K ﹤0.01%
1,620
-4,380
986
$76K ﹤0.01%
956
987
$76K ﹤0.01%
2,100
+100
988
$76K ﹤0.01%
2,225
+337
989
$76K ﹤0.01%
1,554
+75
990
$76K ﹤0.01%
1,040
-372
991
$76K ﹤0.01%
2,171
-536
992
$76K ﹤0.01%
157
+40
993
$76K ﹤0.01%
2,559
+83
994
$75K ﹤0.01%
995
-5
995
$75K ﹤0.01%
+1,657
996
$75K ﹤0.01%
836
-81
997
$75K ﹤0.01%
1,331
998
$75K ﹤0.01%
7,326
+768
999
$74K ﹤0.01%
2,022
+17
1000
$74K ﹤0.01%
1,652
-274
38 39
40
41 42