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
2501
$2K ﹤0.01%
811
-157
2502
$2K ﹤0.01%
35
2503
$2K ﹤0.01%
37
2504
$2K ﹤0.01%
30
2505
$2K ﹤0.01%
15
+9
2506
$2K ﹤0.01%
23
2507
$2K ﹤0.01%
97
2508
$2K ﹤0.01%
+98
2509
$2K ﹤0.01%
27
2510
$2K ﹤0.01%
36
2511
$2K ﹤0.01%
46
+4
2512
$2K ﹤0.01%
+103
2513
$2K ﹤0.01%
61
2514
$2K ﹤0.01%
+10
2515
$2K ﹤0.01%
34
-31
2516
$2K ﹤0.01%
26
2517
$2K ﹤0.01%
15
2518
$2K ﹤0.01%
2,500
2519
$2K ﹤0.01%
40
2520
$2K ﹤0.01%
+126
2521
$2K ﹤0.01%
32
+16
2522
$2K ﹤0.01%
23
2523
$2K ﹤0.01%
134
2524
$2K ﹤0.01%
125
+105
2525
$2K ﹤0.01%
31
99 100
101
102 103