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
2051
$6K ﹤0.01%
288
+162
2052
$6K ﹤0.01%
53
-2
2053
$6K ﹤0.01%
1,000
2054
$6K ﹤0.01%
+84
2055
$6K ﹤0.01%
56
2056
$6K ﹤0.01%
260
-48
2057
$6K ﹤0.01%
585
+34
2058
$6K ﹤0.01%
+124
2059
$6K ﹤0.01%
+42
2060
$6K ﹤0.01%
+1
2061
$6K ﹤0.01%
159
+28
2062
$6K ﹤0.01%
96
+53
2063
$6K ﹤0.01%
154
-37
2064
$6K ﹤0.01%
236
2065
$6K ﹤0.01%
100
2066
$6K ﹤0.01%
113
+47
2067
$6K ﹤0.01%
460
2068
$6K ﹤0.01%
48
-27
2069
$6K ﹤0.01%
114
-53
2070
$6K ﹤0.01%
222
2071
$6K ﹤0.01%
262
-468
2072
$6K ﹤0.01%
63
-1
2073
$6K ﹤0.01%
+274
2074
$6K ﹤0.01%
323
+40
2075
$6K ﹤0.01%
100
81 82
83
84 85