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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
1801
$11K ﹤0.01%
775
1802
$11K ﹤0.01%
510
+85
1803
$11K ﹤0.01%
3,081
+1,102
1804
$11K ﹤0.01%
57
+25
1805
$11K ﹤0.01%
114
1806
$11K ﹤0.01%
+200
1807
$11K ﹤0.01%
1,118
+145
1808
$11K ﹤0.01%
785
1809
$11K ﹤0.01%
279
+41
1810
$11K ﹤0.01%
793
1811
$11K ﹤0.01%
295
+106
1812
$11K ﹤0.01%
360
-78
1813
$11K ﹤0.01%
+3,121
1814
$11K ﹤0.01%
291
1815
$11K ﹤0.01%
312
1816
$11K ﹤0.01%
338
+172
1817
$11K ﹤0.01%
+1,179
1818
$11K ﹤0.01%
134
+66
1819
$11K ﹤0.01%
159
-19
1820
$11K ﹤0.01%
+186
1821
$11K ﹤0.01%
81
+64
1822
$11K ﹤0.01%
205
+133
1823
$11K ﹤0.01%
342
+92
1824
$11K ﹤0.01%
69
+20
1825
$11K ﹤0.01%
79
+32
71 72
73
74 75