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
2126
$5K ﹤0.01%
36
2127
$5K ﹤0.01%
134
-9
2128
$5K ﹤0.01%
33
+20
2129
$5K ﹤0.01%
74
+35
2130
$5K ﹤0.01%
+45
2131
$5K ﹤0.01%
271
-32
2132
$5K ﹤0.01%
26
-7
2133
$5K ﹤0.01%
53
-10
2134
$5K ﹤0.01%
209
2135
$5K ﹤0.01%
46
+33
2136
$5K ﹤0.01%
204
2137
$5K ﹤0.01%
232
2138
$5K ﹤0.01%
375
2139
$5K ﹤0.01%
+176
2140
$5K ﹤0.01%
56
2141
$5K ﹤0.01%
328
2142
$5K ﹤0.01%
47
+15
2143
$5K ﹤0.01%
180
+147
2144
$5K ﹤0.01%
73
+14
2145
$5K ﹤0.01%
85
-100
2146
$5K ﹤0.01%
81
+36
2147
$5K ﹤0.01%
152
+80
2148
$5K ﹤0.01%
108
-70
2149
$5K ﹤0.01%
350
2150
$5K ﹤0.01%
64
-19
84 85
86
87 88