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
1651
$16K ﹤0.01%
377
1652
$16K ﹤0.01%
49
+13
1653
$16K ﹤0.01%
223
+55
1654
$16K ﹤0.01%
346
1655
$16K ﹤0.01%
213
1656
$16K ﹤0.01%
350
1657
$16K ﹤0.01%
327
+22
1658
$16K ﹤0.01%
1,007
+6
1659
$16K ﹤0.01%
482
+42
1660
$16K ﹤0.01%
543
1661
$16K ﹤0.01%
+350
1662
$16K ﹤0.01%
122
-20
1663
$16K ﹤0.01%
214
1664
$16K ﹤0.01%
1,350
+210
1665
$16K ﹤0.01%
321
+57
1666
$16K ﹤0.01%
643
-465
1667
$16K ﹤0.01%
627
-178
1668
$16K ﹤0.01%
433
+11
1669
$16K ﹤0.01%
102
+23
1670
$16K ﹤0.01%
273
1671
$15K ﹤0.01%
236
-21
1672
$15K ﹤0.01%
1,172
1673
$15K ﹤0.01%
300
1674
$15K ﹤0.01%
869
+127
1675
$15K ﹤0.01%
2,257
-4,000
65 66
67
68 69