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
2301
$3K ﹤0.01%
24
-17
2302
$3K ﹤0.01%
18
-16
2303
$3K ﹤0.01%
37
2304
$3K ﹤0.01%
65
2305
$3K ﹤0.01%
+150
2306
$3K ﹤0.01%
52
-9
2307
$3K ﹤0.01%
53
2308
$3K ﹤0.01%
312
-47
2309
$3K ﹤0.01%
48
-84
2310
$3K ﹤0.01%
97
2311
$3K ﹤0.01%
198
-143
2312
$3K ﹤0.01%
39
-3
2313
$3K ﹤0.01%
56
+23
2314
$3K ﹤0.01%
74
2315
$3K ﹤0.01%
232
2316
$3K ﹤0.01%
+162
2317
$3K ﹤0.01%
80
-73
2318
$3K ﹤0.01%
50
-250
2319
$3K ﹤0.01%
31
2320
$3K ﹤0.01%
292
2321
$3K ﹤0.01%
57
-140
2322
$3K ﹤0.01%
39
2323
$3K ﹤0.01%
35
+19
2324
$3K ﹤0.01%
107
2325
$3K ﹤0.01%
40
-1
91 92
93
94 95