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
2026
$7K ﹤0.01%
+225
2027
$7K ﹤0.01%
222
2028
$7K ﹤0.01%
230
+20
2029
$7K ﹤0.01%
143
+13
2030
$7K ﹤0.01%
194
2031
$7K ﹤0.01%
200
2032
$7K ﹤0.01%
919
+228
2033
$7K ﹤0.01%
1,273
2034
$7K ﹤0.01%
119
+10
2035
$7K ﹤0.01%
236
2036
$7K ﹤0.01%
337
+102
2037
$7K ﹤0.01%
230
2038
$6K ﹤0.01%
82
2039
$6K ﹤0.01%
85
2040
$6K ﹤0.01%
260
-48
2041
$6K ﹤0.01%
585
+34
2042
$6K ﹤0.01%
1,000
2043
$6K ﹤0.01%
168
-12
2044
$6K ﹤0.01%
337
-222
2045
$6K ﹤0.01%
207
2046
$6K ﹤0.01%
65
-9
2047
$6K ﹤0.01%
+1
2048
$6K ﹤0.01%
159
+28
2049
$6K ﹤0.01%
96
+53
2050
$6K ﹤0.01%
110
+37
80 81
82
83 84