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
2226
$4K ﹤0.01%
99
2227
$4K ﹤0.01%
+44
2228
$4K ﹤0.01%
+50
2229
$4K ﹤0.01%
+300
2230
$4K ﹤0.01%
287
2231
$4K ﹤0.01%
123
+100
2232
$4K ﹤0.01%
283
2233
$4K ﹤0.01%
69
+5
2234
$4K ﹤0.01%
+73
2235
$4K ﹤0.01%
86
+30
2236
$4K ﹤0.01%
130
+89
2237
$4K ﹤0.01%
+302
2238
$4K ﹤0.01%
+200
2239
$4K ﹤0.01%
67
+57
2240
$4K ﹤0.01%
+54
2241
$4K ﹤0.01%
+125
2242
$4K ﹤0.01%
68
2243
$4K ﹤0.01%
51
+2
2244
$4K ﹤0.01%
117
+56
2245
$4K ﹤0.01%
87
+62
2246
$4K ﹤0.01%
884
+144
2247
$4K ﹤0.01%
95
-65
2248
$4K ﹤0.01%
+161
2249
$4K ﹤0.01%
45
-30
2250
$4K ﹤0.01%
156
+40
88 89
90
91 92