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
1476
$25K ﹤0.01%
137
+6
1477
$25K ﹤0.01%
1,345
+235
1478
$25K ﹤0.01%
355
1479
$25K ﹤0.01%
422
-176
1480
$25K ﹤0.01%
750
1481
$25K ﹤0.01%
1,134
-1,281
1482
$25K ﹤0.01%
300
-200
1483
$25K ﹤0.01%
683
+467
1484
$25K ﹤0.01%
350
+300
1485
$25K ﹤0.01%
455
1486
$24K ﹤0.01%
335
+67
1487
$24K ﹤0.01%
+500
1488
$24K ﹤0.01%
422
-17
1489
$24K ﹤0.01%
92
+31
1490
$24K ﹤0.01%
774
+617
1491
$24K ﹤0.01%
1,088
1492
$24K ﹤0.01%
240
+46
1493
$24K ﹤0.01%
1,256
+143
1494
$24K ﹤0.01%
314
+213
1495
$24K ﹤0.01%
375
1496
$24K ﹤0.01%
151
1497
$24K ﹤0.01%
515
+213
1498
$24K ﹤0.01%
905
-841
1499
$24K ﹤0.01%
1,494
1500
$24K ﹤0.01%
438
-331
58 59
60
61 62