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
2351
$3K ﹤0.01%
70
+10
2352
$3K ﹤0.01%
59
-7
2353
$3K ﹤0.01%
175
2354
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11
-8
2355
$3K ﹤0.01%
43
2356
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39
2357
$3K ﹤0.01%
+100
2358
$3K ﹤0.01%
287
-87
2359
$3K ﹤0.01%
128
+7
2360
$3K ﹤0.01%
+28
2361
$3K ﹤0.01%
88
-1
2362
$3K ﹤0.01%
96
2363
$3K ﹤0.01%
+40
2364
$3K ﹤0.01%
+472
2365
$3K ﹤0.01%
57
-15
2366
$3K ﹤0.01%
+100
2367
$3K ﹤0.01%
+733
2368
$3K ﹤0.01%
+114
2369
$3K ﹤0.01%
25
2370
$3K ﹤0.01%
163
2371
$3K ﹤0.01%
36
-5
2372
$3K ﹤0.01%
14
2373
$3K ﹤0.01%
172
-87
2374
$3K ﹤0.01%
+83
2375
$3K ﹤0.01%
210
93 94
95
96 97