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
1776
$12K ﹤0.01%
158
+9
1777
$12K ﹤0.01%
84
1778
$12K ﹤0.01%
+3,000
1779
$12K ﹤0.01%
231
+18
1780
$12K ﹤0.01%
130
+30
1781
$12K ﹤0.01%
1,057
1782
$12K ﹤0.01%
1,600
1783
$12K ﹤0.01%
411
+46
1784
$12K ﹤0.01%
185
-3,950
1785
$12K ﹤0.01%
+367
1786
$12K ﹤0.01%
170
+91
1787
– –
0
1788
$12K ﹤0.01%
+269
1789
$12K ﹤0.01%
+350
1790
$12K ﹤0.01%
+1,000
1791
$12K ﹤0.01%
+302
1792
$12K ﹤0.01%
+193
1793
$12K ﹤0.01%
114
+17
1794
$11K ﹤0.01%
360
-78
1795
$11K ﹤0.01%
+3,121
1796
$11K ﹤0.01%
291
1797
$11K ﹤0.01%
312
1798
$11K ﹤0.01%
338
+172
1799
$11K ﹤0.01%
295
+106
1800
$11K ﹤0.01%
+1,179
70 71
72
73 74