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
2526
$2K ﹤0.01%
62
2527
$2K ﹤0.01%
+110
2528
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36
-11
2529
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+33
2530
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21
-2
2531
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2532
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33
-25
2533
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13
2534
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17
-5
2535
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51
-30
2536
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47
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2537
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41
2538
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+250
2539
$2K ﹤0.01%
21
2540
$2K ﹤0.01%
71
2541
$2K ﹤0.01%
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2542
$2K ﹤0.01%
+75
2543
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39
+38
2544
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76
2545
$2K ﹤0.01%
247
-168
2546
$2K ﹤0.01%
12
-6
2547
$2K ﹤0.01%
16
2548
$2K ﹤0.01%
19
-15
2549
$2K ﹤0.01%
123
+18
2550
$2K ﹤0.01%
110
-7
100 101
102
103 104