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
2326
$3K ﹤0.01%
69
2327
$3K ﹤0.01%
48
-25
2328
$3K ﹤0.01%
77
+60
2329
$3K ﹤0.01%
100
2330
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48
-15
2331
$3K ﹤0.01%
35
-24
2332
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70
+10
2333
$3K ﹤0.01%
59
-7
2334
$3K ﹤0.01%
175
2335
$3K ﹤0.01%
11
-8
2336
$3K ﹤0.01%
43
2337
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128
+7
2338
$3K ﹤0.01%
+28
2339
$3K ﹤0.01%
88
-1
2340
$3K ﹤0.01%
155
+6
2341
$3K ﹤0.01%
24
-17
2342
$3K ﹤0.01%
96
2343
$3K ﹤0.01%
+40
2344
$3K ﹤0.01%
+472
2345
$3K ﹤0.01%
57
-15
2346
$3K ﹤0.01%
+100
2347
$3K ﹤0.01%
+733
2348
$3K ﹤0.01%
+114
2349
$3K ﹤0.01%
25
2350
$3K ﹤0.01%
163
92 93
94
95 96