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
1551
$21K ﹤0.01%
1,486
-1,441
1552
$21K ﹤0.01%
+987
1553
$21K ﹤0.01%
274
+109
1554
$21K ﹤0.01%
629
1555
$21K ﹤0.01%
280
+237
1556
$21K ﹤0.01%
5,608
1557
$21K ﹤0.01%
+750
1558
$21K ﹤0.01%
2,422
+126
1559
$21K ﹤0.01%
1,000
1560
$20K ﹤0.01%
725
+723
1561
$20K ﹤0.01%
694
1562
$20K ﹤0.01%
129
+17
1563
$20K ﹤0.01%
192
-4
1564
$20K ﹤0.01%
178
1565
$20K ﹤0.01%
161
1566
$20K ﹤0.01%
843
+750
1567
$20K ﹤0.01%
1,026
+119
1568
$20K ﹤0.01%
864
+12
1569
$20K ﹤0.01%
988
1570
$20K ﹤0.01%
447
+86
1571
$20K ﹤0.01%
75
+28
1572
$20K ﹤0.01%
243
+96
1573
$20K ﹤0.01%
+400
1574
$20K ﹤0.01%
+767
1575
$20K ﹤0.01%
400
61 62
63
64 65