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
2326
$3K ﹤0.01%
100
2327
$3K ﹤0.01%
+85
2328
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155
-7
2329
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64
-23
2330
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120
-57
2331
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2332
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2333
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48
-25
2334
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77
+60
2335
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16
-3
2336
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2337
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86
2338
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349
2339
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201
2340
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30
2341
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2342
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2343
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35
2344
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2345
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48
-15
2346
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260
-90
2347
$3K ﹤0.01%
244
2348
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8
2349
$3K ﹤0.01%
244
-2
2350
$3K ﹤0.01%
35
-24
92 93
94
95 96