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
1926
$8K ﹤0.01%
310
-1,630
1927
$8K ﹤0.01%
464
+131
1928
$8K ﹤0.01%
140
1929
$8K ﹤0.01%
182
+102
1930
$8K ﹤0.01%
90
+40
1931
$8K ﹤0.01%
275
-1
1932
$8K ﹤0.01%
437
-17
1933
$8K ﹤0.01%
194
+88
1934
$8K ﹤0.01%
160
1935
$8K ﹤0.01%
87
+1
1936
$8K ﹤0.01%
+1,000
1937
$8K ﹤0.01%
1,014
1938
$8K ﹤0.01%
75
1939
$8K ﹤0.01%
354
+237
1940
$8K ﹤0.01%
+300
1941
$8K ﹤0.01%
78
-8
1942
$8K ﹤0.01%
112
+77
1943
$8K ﹤0.01%
371
+236
1944
$8K ﹤0.01%
76
-191
1945
$8K ﹤0.01%
+543
1946
$8K ﹤0.01%
175
-3
1947
$8K ﹤0.01%
137
+10
1948
$8K ﹤0.01%
134
-151
1949
$8K ﹤0.01%
274
+40
1950
$8K ﹤0.01%
628
76 77
78
79 80