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
2026
$7K ﹤0.01%
+150
2027
$7K ﹤0.01%
108
+21
2028
$7K ﹤0.01%
2,159
+138
2029
$7K ﹤0.01%
57
-155
2030
$7K ﹤0.01%
138
+75
2031
$7K ﹤0.01%
691
+491
2032
$7K ﹤0.01%
85
2033
$7K ﹤0.01%
125
-20
2034
$7K ﹤0.01%
179
+11
2035
$7K ﹤0.01%
335
2036
$7K ﹤0.01%
52
2037
$7K ﹤0.01%
531
-103
2038
$6K ﹤0.01%
168
-12
2039
$6K ﹤0.01%
110
+37
2040
$6K ﹤0.01%
192
2041
$6K ﹤0.01%
216
2042
$6K ﹤0.01%
243
+71
2043
$6K ﹤0.01%
654
+556
2044
$6K ﹤0.01%
66
-25
2045
$6K ﹤0.01%
331
2046
$6K ﹤0.01%
115
2047
$6K ﹤0.01%
235
2048
$6K ﹤0.01%
46
2049
$6K ﹤0.01%
62
2050
$6K ﹤0.01%
157
+17