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
2526
$2K ﹤0.01%
26
2527
$2K ﹤0.01%
15
2528
$2K ﹤0.01%
2,500
2529
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40
2530
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+126
2531
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32
+16
2532
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23
2533
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134
2534
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125
+105
2535
$2K ﹤0.01%
31
2536
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62
2537
$2K ﹤0.01%
+110
2538
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36
-11
2539
$2K ﹤0.01%
+33
2540
$2K ﹤0.01%
21
-2
2541
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2542
$2K ﹤0.01%
33
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2543
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13
2544
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17
-5
2545
$2K ﹤0.01%
100
-26
2546
$2K ﹤0.01%
51
-30
2547
$2K ﹤0.01%
47
+34
2548
$2K ﹤0.01%
41
2549
$2K ﹤0.01%
+250
2550
$2K ﹤0.01%
21
100 101
102
103 104