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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
1751
$13K ﹤0.01%
315
1752
$13K ﹤0.01%
189
-263
1753
$13K ﹤0.01%
1,405
+149
1754
$13K ﹤0.01%
170
1755
$13K ﹤0.01%
438
+85
1756
$13K ﹤0.01%
629
+93
1757
$13K ﹤0.01%
356
-33
1758
$12K ﹤0.01%
+100
1759
$12K ﹤0.01%
251
+164
1760
$12K ﹤0.01%
281
1761
$12K ﹤0.01%
458
-42
1762
$12K ﹤0.01%
108
1763
$12K ﹤0.01%
275
+88
1764
$12K ﹤0.01%
125
1765
$12K ﹤0.01%
159
-16
1766
$12K ﹤0.01%
105
-2
1767
$12K ﹤0.01%
365
+20
1768
$12K ﹤0.01%
142
-59
1769
$12K ﹤0.01%
133
+28
1770
$12K ﹤0.01%
164
+41
1771
$12K ﹤0.01%
1,027
+879
1772
$12K ﹤0.01%
510
-23
1773
$12K ﹤0.01%
158
+9
1774
$12K ﹤0.01%
84
1775
$12K ﹤0.01%
+3,000
69 70
71
72 73