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
2176
$5K ﹤0.01%
118
2177
$5K ﹤0.01%
108
+13
2178
$5K ﹤0.01%
500
2179
$5K ﹤0.01%
16
2180
$5K ﹤0.01%
+255
2181
$5K ﹤0.01%
220
2182
$5K ﹤0.01%
1,472
-911
2183
$5K ﹤0.01%
173
-1,567
2184
$5K ﹤0.01%
600
2185
$5K ﹤0.01%
157
2186
$5K ﹤0.01%
88
2187
$5K ﹤0.01%
+196
2188
$5K ﹤0.01%
139
+111
2189
$5K ﹤0.01%
145
-239
2190
$5K ﹤0.01%
155
+64
2191
$5K ﹤0.01%
+300
2192
$4K ﹤0.01%
69
+5
2193
$4K ﹤0.01%
+73
2194
$4K ﹤0.01%
86
+30
2195
$4K ﹤0.01%
130
+89
2196
$4K ﹤0.01%
+302
2197
$4K ﹤0.01%
+200
2198
$4K ﹤0.01%
67
+57
2199
$4K ﹤0.01%
+54
2200
$4K ﹤0.01%
39
86 87
88
89 90