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
2401
$3K ﹤0.01%
244
2402
$3K ﹤0.01%
8
2403
$3K ﹤0.01%
244
-2
2404
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39
2405
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+100
2406
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112
-37
2407
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184
2408
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323
2409
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5
+2
2410
$3K ﹤0.01%
18
-16
2411
$3K ﹤0.01%
+150
2412
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86
2413
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349
2414
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201
2415
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30
2416
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200
2417
$2K ﹤0.01%
73
+34
2418
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43
2419
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17
-9
2420
$2K ﹤0.01%
136
+50
2421
$2K ﹤0.01%
64
2422
$2K ﹤0.01%
18
2423
$2K ﹤0.01%
104
2424
$2K ﹤0.01%
9
-3
2425
$2K ﹤0.01%
155
-18
95 96
97
98 99