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
2576
$1K ﹤0.01%
83
2577
$1K ﹤0.01%
32
-5
2578
$1K ﹤0.01%
+3
2579
$1K ﹤0.01%
56
2580
$1K ﹤0.01%
15
+13
2581
$1K ﹤0.01%
+39
2582
$1K ﹤0.01%
28
2583
$1K ﹤0.01%
23
2584
$1K ﹤0.01%
+47
2585
$1K ﹤0.01%
+45
2586
$1K ﹤0.01%
20
2587
$1K ﹤0.01%
+118
2588
$1K ﹤0.01%
+33
2589
$1K ﹤0.01%
47
2590
$1K ﹤0.01%
+26
2591
$1K ﹤0.01%
40
2592
$1K ﹤0.01%
+14
2593
$1K ﹤0.01%
132
2594
$1K ﹤0.01%
24
2595
$1K ﹤0.01%
430
2596
$1K ﹤0.01%
+36
2597
$1K ﹤0.01%
25
-75
2598
$1K ﹤0.01%
5
2599
$1K ﹤0.01%
22
2600
$1K ﹤0.01%
23
-57
102 103
104
105 106