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
2376
$3K ﹤0.01%
19
-9
2377
$3K ﹤0.01%
99
2378
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45
2379
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+42
2380
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248
2381
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35
-67
2382
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40
2383
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123
+95
2384
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308
2385
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132
2386
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22
+2
2387
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27
2388
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66
-8
2389
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2390
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112
-37
2391
$3K ﹤0.01%
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2392
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323
2393
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5
+2
2394
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2395
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77
2396
$3K ﹤0.01%
76
2397
$3K ﹤0.01%
300
2398
$3K ﹤0.01%
+600
2399
$3K ﹤0.01%
112
2400
$3K ﹤0.01%
+63
94 95
96
97 98