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
2151
$5K ﹤0.01%
328
2152
$5K ﹤0.01%
47
+15
2153
$5K ﹤0.01%
180
+147
2154
$5K ﹤0.01%
73
+14
2155
$5K ﹤0.01%
85
-100
2156
$5K ﹤0.01%
81
+36
2157
$5K ﹤0.01%
152
+80
2158
$5K ﹤0.01%
108
-70
2159
$5K ﹤0.01%
350
2160
$5K ﹤0.01%
64
-19
2161
$5K ﹤0.01%
128
2162
$5K ﹤0.01%
105
+45
2163
$5K ﹤0.01%
711
+102
2164
$5K ﹤0.01%
889
+483
2165
$5K ﹤0.01%
275
+68
2166
$5K ﹤0.01%
92
2167
$5K ﹤0.01%
242
2168
$5K ﹤0.01%
555
-1,334
2169
$5K ﹤0.01%
117
2170
$5K ﹤0.01%
69
-33
2171
$5K ﹤0.01%
35
2172
$5K ﹤0.01%
+50
2173
$5K ﹤0.01%
406
+300
2174
$5K ﹤0.01%
261
2175
$5K ﹤0.01%
118
85 86
87
88 89