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
2551
$2K ﹤0.01%
71
2552
$2K ﹤0.01%
101
2553
$2K ﹤0.01%
+75
2554
$2K ﹤0.01%
16
2555
$2K ﹤0.01%
32
2556
$2K ﹤0.01%
43
2557
$2K ﹤0.01%
155
-18
2558
$2K ﹤0.01%
76
2559
$2K ﹤0.01%
39
+38
2560
$2K ﹤0.01%
76
2561
$2K ﹤0.01%
247
-168
2562
$2K ﹤0.01%
12
-6
2563
$2K ﹤0.01%
120
-79
2564
$2K ﹤0.01%
71
-11
2565
$2K ﹤0.01%
271
2566
$2K ﹤0.01%
116
-350
2567
$2K ﹤0.01%
25
+16
2568
$1K ﹤0.01%
+122
2569
$1K ﹤0.01%
15
2570
$1K ﹤0.01%
20
2571
$1K ﹤0.01%
+62
2572
$1K ﹤0.01%
32
2573
$1K ﹤0.01%
14
2574
$1K ﹤0.01%
+35
2575
$1K ﹤0.01%
11
101 102
103
104 105