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
2201
$4K ﹤0.01%
169
2202
$4K ﹤0.01%
66
+11
2203
$4K ﹤0.01%
153
-22
2204
$4K ﹤0.01%
+53
2205
$4K ﹤0.01%
22
-2
2206
$4K ﹤0.01%
150
2207
$4K ﹤0.01%
+26
2208
$4K ﹤0.01%
134
2209
$4K ﹤0.01%
+800
2210
$4K ﹤0.01%
107
2211
$4K ﹤0.01%
109
2212
$4K ﹤0.01%
60
-11
2213
$4K ﹤0.01%
62
-19
2214
$4K ﹤0.01%
+100
2215
$4K ﹤0.01%
154
+98
2216
$4K ﹤0.01%
350
2217
$4K ﹤0.01%
639
2218
$4K ﹤0.01%
35
+8
2219
$4K ﹤0.01%
107
2220
$4K ﹤0.01%
+100
2221
$4K ﹤0.01%
+300
2222
$4K ﹤0.01%
+400
2223
$4K ﹤0.01%
77
+62
2224
$4K ﹤0.01%
62
2225
$4K ﹤0.01%
132
+75
87 88
89
90 91