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
2076
$6K ﹤0.01%
1,418
2077
$6K ﹤0.01%
40
+9
2078
$6K ﹤0.01%
81
+18
2079
$6K ﹤0.01%
21
-4
2080
$6K ﹤0.01%
+124
2081
$6K ﹤0.01%
+42
2082
$6K ﹤0.01%
60
+38
2083
$6K ﹤0.01%
187
-1
2084
$6K ﹤0.01%
143
-133
2085
$6K ﹤0.01%
70
+32
2086
$6K ﹤0.01%
286
+25
2087
$6K ﹤0.01%
118
2088
$6K ﹤0.01%
285
+13
2089
$6K ﹤0.01%
70
2090
$6K ﹤0.01%
154
-37
2091
$6K ﹤0.01%
236
2092
$6K ﹤0.01%
100
2093
$6K ﹤0.01%
113
+47
2094
$6K ﹤0.01%
460
2095
$6K ﹤0.01%
48
-27
2096
$6K ﹤0.01%
+344
2097
$6K ﹤0.01%
114
-53
2098
$6K ﹤0.01%
222
2099
$6K ﹤0.01%
262
-468
2100
$6K ﹤0.01%
63
-1
82 83
84
85 86