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
1726
$13K ﹤0.01%
170
1727
$13K ﹤0.01%
438
+85
1728
$13K ﹤0.01%
388
+53
1729
$13K ﹤0.01%
136
+33
1730
$13K ﹤0.01%
287
-63
1731
$13K ﹤0.01%
554
1732
$13K ﹤0.01%
170
+47
1733
$13K ﹤0.01%
+1,313
1734
$13K ﹤0.01%
46
-9
1735
$13K ﹤0.01%
117
+43
1736
$13K ﹤0.01%
960
-86
1737
$13K ﹤0.01%
1,826
+226
1738
$13K ﹤0.01%
65
-623
1739
$13K ﹤0.01%
295
-22
1740
$13K ﹤0.01%
639
+355
1741
$13K ﹤0.01%
526
-347
1742
$13K ﹤0.01%
+209
1743
$13K ﹤0.01%
640
1744
$13K ﹤0.01%
1,261
-10,000
1745
$13K ﹤0.01%
311
+182
1746
$13K ﹤0.01%
464
-165
1747
$13K ﹤0.01%
315
1748
$13K ﹤0.01%
189
-263
1749
$13K ﹤0.01%
629
+93
1750
$13K ﹤0.01%
356
-33
68 69
70
71 72