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
2101
$6K ﹤0.01%
+274
2102
$6K ﹤0.01%
323
+40
2103
$6K ﹤0.01%
100
2104
$5K ﹤0.01%
130
2105
$5K ﹤0.01%
64
2106
$5K ﹤0.01%
44
2107
$5K ﹤0.01%
+114
2108
$5K ﹤0.01%
33
+20
2109
$5K ﹤0.01%
74
+35
2110
$5K ﹤0.01%
+45
2111
$5K ﹤0.01%
271
-32
2112
$5K ﹤0.01%
26
-7
2113
$5K ﹤0.01%
98
+44
2114
$5K ﹤0.01%
139
+111
2115
$5K ﹤0.01%
145
-239
2116
$5K ﹤0.01%
944
+720
2117
$5K ﹤0.01%
107
2118
$5K ﹤0.01%
+100
2119
$5K ﹤0.01%
309
2120
$5K ﹤0.01%
127
-39
2121
$5K ﹤0.01%
312
2122
$5K ﹤0.01%
252
+184
2123
$5K ﹤0.01%
96
-87
2124
$5K ﹤0.01%
388
2125
$5K ﹤0.01%
+500
83 84
85
86 87