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
1626
$17K ﹤0.01%
1,057
+132
1627
$17K ﹤0.01%
419
1628
$17K ﹤0.01%
334
-120
1629
$17K ﹤0.01%
666
+41
1630
$17K ﹤0.01%
479
1631
$17K ﹤0.01%
+558
1632
$17K ﹤0.01%
+543
1633
$17K ﹤0.01%
400
1634
$17K ﹤0.01%
+122
1635
$17K ﹤0.01%
+317
1636
$17K ﹤0.01%
188
+18
1637
$17K ﹤0.01%
2,032
-244
1638
$17K ﹤0.01%
542
1639
$17K ﹤0.01%
861
+243
1640
$16K ﹤0.01%
167
1641
$16K ﹤0.01%
1,781
+1,500
1642
$16K ﹤0.01%
+900
1643
$16K ﹤0.01%
127
-122
1644
$16K ﹤0.01%
192
1645
$16K ﹤0.01%
430
+175
1646
$16K ﹤0.01%
+942
1647
$16K ﹤0.01%
2,032
-178
1648
$16K ﹤0.01%
+500
1649
$16K ﹤0.01%
274
1650
$16K ﹤0.01%
157
64 65
66
67 68