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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
1776
$12K ﹤0.01%
231
+18
1777
$12K ﹤0.01%
130
+30
1778
$12K ﹤0.01%
1,057
1779
$12K ﹤0.01%
1,600
1780
$12K ﹤0.01%
411
+46
1781
$12K ﹤0.01%
185
-3,950
1782
$12K ﹤0.01%
+367
1783
$12K ﹤0.01%
170
+91
1784
0
1785
$12K ﹤0.01%
+269
1786
$12K ﹤0.01%
+350
1787
$12K ﹤0.01%
+1,000
1788
$12K ﹤0.01%
+302
1789
$12K ﹤0.01%
+193
1790
$12K ﹤0.01%
114
+17
1791
$12K ﹤0.01%
90
-10
1792
$12K ﹤0.01%
388
+75
1793
$12K ﹤0.01%
225
+27
1794
$11K ﹤0.01%
116
-680
1795
$11K ﹤0.01%
156
-100
1796
$11K ﹤0.01%
173
+83
1797
$11K ﹤0.01%
400
+100
1798
$11K ﹤0.01%
+442
1799
$11K ﹤0.01%
474
-3
1800
$11K ﹤0.01%
111
+7