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
1201
$47K ﹤0.01%
639
1202
$46K ﹤0.01%
357
+74
1203
$46K ﹤0.01%
1,027
-203
1204
$46K ﹤0.01%
125
-5
1205
$46K ﹤0.01%
831
+112
1206
$46K ﹤0.01%
1,500
1207
$46K ﹤0.01%
1,855
+1,555
1208
$46K ﹤0.01%
3,300
1209
$46K ﹤0.01%
1,560
+246
1210
$45K ﹤0.01%
675
-25
1211
$45K ﹤0.01%
639
+108
1212
$45K ﹤0.01%
+9
1213
$45K ﹤0.01%
2,045
+2,005
1214
$45K ﹤0.01%
368
1215
$45K ﹤0.01%
164
-6
1216
$45K ﹤0.01%
836
-248
1217
$45K ﹤0.01%
335
-30
1218
$45K ﹤0.01%
74
+45
1219
$45K ﹤0.01%
1,956
-661
1220
$45K ﹤0.01%
2,214
-507
1221
$44K ﹤0.01%
2,757
1222
$44K ﹤0.01%
720
+60
1223
$44K ﹤0.01%
752
+123
1224
$44K ﹤0.01%
247
+3
1225
$44K ﹤0.01%
1,252
47 48
49
50 51