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
2451
$2K ﹤0.01%
98
2452
$2K ﹤0.01%
+30
2453
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108
2454
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+98
2455
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16
2456
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288
2457
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129
+10
2458
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21
-11
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82
+41
2460
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2461
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62
-42
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225
-37
2463
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31
2464
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25
-111
2465
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108
2466
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51
-15
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25
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31
2469
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37
2470
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2471
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92
2472
$2K ﹤0.01%
75
-1
2473
$2K ﹤0.01%
+46
2474
$2K ﹤0.01%
+14
2475
$2K ﹤0.01%
380
97 98
99
100 101