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
2351
$3K ﹤0.01%
36
-5
2352
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14
2353
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172
-87
2354
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+83
2355
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210
2356
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19
-9
2357
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149
2358
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45
2359
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+42
2360
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248
2361
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35
-67
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40
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123
+95
2364
$3K ﹤0.01%
308
2365
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132
2366
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22
+2
2367
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2368
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-8
2369
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2370
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2371
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77
2372
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76
2373
$3K ﹤0.01%
300
2374
$3K ﹤0.01%
+600
2375
$3K ﹤0.01%
37
93 94
95
96 97