S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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%
73
+34
2502
$2K ﹤0.01%
17
-9
2503
$2K ﹤0.01%
136
+50
2504
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64
2505
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18
2506
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104
2507
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811
-157
2508
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35
2509
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37
2510
$2K ﹤0.01%
30
2511
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15
+9
2512
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13
-1
2513
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20
-13
2514
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54
2515
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9
-3
2516
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23
2517
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97
2518
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+98
2519
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27
2520
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36
2521
$2K ﹤0.01%
46
+4
2522
$2K ﹤0.01%
+103
2523
$2K ﹤0.01%
61
2524
$2K ﹤0.01%
+10
2525
$2K ﹤0.01%
34
-31
99 100
101
102 103