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
1826
$11K ﹤0.01%
+1,200
1827
$11K ﹤0.01%
250
1828
$11K ﹤0.01%
148
+17
1829
$11K ﹤0.01%
510
+85
1830
$11K ﹤0.01%
3,081
+1,102
1831
$11K ﹤0.01%
57
+25
1832
$11K ﹤0.01%
114
1833
$11K ﹤0.01%
+200
1834
$11K ﹤0.01%
1,118
+145
1835
$11K ﹤0.01%
785
1836
$11K ﹤0.01%
279
+41
1837
$11K ﹤0.01%
793
1838
$10K ﹤0.01%
507
1839
$10K ﹤0.01%
212
1840
$10K ﹤0.01%
2,249
-204
1841
$10K ﹤0.01%
+200
1842
$10K ﹤0.01%
284
+46
1843
$10K ﹤0.01%
974
1844
$10K ﹤0.01%
923
1845
$10K ﹤0.01%
+495
1846
$10K ﹤0.01%
216
+38
1847
$10K ﹤0.01%
726
+500
1848
$10K ﹤0.01%
348
1849
$10K ﹤0.01%
+98
1850
$10K ﹤0.01%
+370
72 73
74
75 76