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
2576
$1K ﹤0.01%
358
2577
$1K ﹤0.01%
111
+11
2578
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+24
2579
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+29
2580
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12
2581
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21
2582
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26
-73
2583
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+133
2584
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36
2585
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92
-19
2586
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2587
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2588
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+39
2589
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+58
2590
$1K ﹤0.01%
+134
2591
$1K ﹤0.01%
+100
2592
$1K ﹤0.01%
+349
2593
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8
2594
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44
2595
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+324
2596
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+26
2597
$1K ﹤0.01%
14
-18
2598
$1K ﹤0.01%
+58
2599
$1K ﹤0.01%
186
-4,656
2600
$1K ﹤0.01%
134
102 103
104
105 106