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
1326
$36K ﹤0.01%
2,425
-493
1327
$36K ﹤0.01%
806
+62
1328
$36K ﹤0.01%
687
+617
1329
$36K ﹤0.01%
368
+154
1330
$35K ﹤0.01%
12,692
+323
1331
$35K ﹤0.01%
1,491
+149
1332
$35K ﹤0.01%
630
-30
1333
$35K ﹤0.01%
246
-36
1334
$35K ﹤0.01%
597
+42
1335
$35K ﹤0.01%
322
+313
1336
$35K ﹤0.01%
160
-26
1337
$35K ﹤0.01%
381
-771
1338
$35K ﹤0.01%
896
-336
1339
$35K ﹤0.01%
779
+154
1340
$35K ﹤0.01%
961
+129
1341
$35K ﹤0.01%
4,854
1342
$35K ﹤0.01%
2,410
+527
1343
$35K ﹤0.01%
303
+101
1344
$35K ﹤0.01%
1,078
1345
$34K ﹤0.01%
504
-16
1346
$34K ﹤0.01%
96
+95
1347
$34K ﹤0.01%
2,000
+1,000
1348
$34K ﹤0.01%
656
1349
$34K ﹤0.01%
559
-36
1350
$34K ﹤0.01%
903
52 53
54
55 56