S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
+$56.3M
3
+$23.1M
4
PTON icon
Peloton Interactive
PTON
+$12.3M
5
ABT icon
Abbott
ABT
+$4.12M

Top Sells

1
+$207M
2
+$23.7M
3
+$23.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.85M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.74M

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
2476
$2K ﹤0.01%
45
2477
$2K ﹤0.01%
+43
2478
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28
-21
2479
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+40
2480
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6
2481
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2482
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30
2483
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93
+50
2484
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36
-17
2485
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2486
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+99
2487
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233
-36
2488
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+300
2489
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34
2490
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40
-2,000
2491
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75
2492
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2493
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2494
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73
+34
2495
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43
2496
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17
-9
2497
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136
+50
2498
$2K ﹤0.01%
64
2499
$2K ﹤0.01%
18
2500
$2K ﹤0.01%
104
98 99
100
101 102