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
2101
$6K ﹤0.01%
285
+13
2102
$6K ﹤0.01%
70
2103
$6K ﹤0.01%
+344
2104
$5K ﹤0.01%
944
+720
2105
$5K ﹤0.01%
107
2106
$5K ﹤0.01%
44
2107
$5K ﹤0.01%
+100
2108
$5K ﹤0.01%
309
2109
$5K ﹤0.01%
127
-39
2110
$5K ﹤0.01%
312
2111
$5K ﹤0.01%
252
+184
2112
$5K ﹤0.01%
96
-87
2113
$5K ﹤0.01%
388
2114
$5K ﹤0.01%
+500
2115
$5K ﹤0.01%
89
2116
$5K ﹤0.01%
53
2117
$5K ﹤0.01%
1,600
2118
$5K ﹤0.01%
200
2119
$5K ﹤0.01%
55
+26
2120
$5K ﹤0.01%
+176
2121
$5K ﹤0.01%
+50
2122
$5K ﹤0.01%
+267
2123
$5K ﹤0.01%
148
2124
$5K ﹤0.01%
100
2125
$5K ﹤0.01%
408
+155