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
2601
$1K ﹤0.01%
+9
2602
$1K ﹤0.01%
+19
2603
$1K ﹤0.01%
17
+4
2604
$1K ﹤0.01%
+17
2605
$1K ﹤0.01%
23
2606
$1K ﹤0.01%
+91
2607
$1K ﹤0.01%
41
-29
2608
$1K ﹤0.01%
88
2609
$1K ﹤0.01%
+30
2610
$1K ﹤0.01%
+30
2611
$1K ﹤0.01%
31
-20
2612
$1K ﹤0.01%
46
2613
$1K ﹤0.01%
+28
2614
$1K ﹤0.01%
34
2615
$1K ﹤0.01%
11
-8
2616
$1K ﹤0.01%
+7
2617
$1K ﹤0.01%
97
2618
$1K ﹤0.01%
66
2619
$1K ﹤0.01%
+25
2620
$1K ﹤0.01%
6
-1
2621
$1K ﹤0.01%
19
2622
$1K ﹤0.01%
17
-14
2623
$1K ﹤0.01%
+32
2624
$1K ﹤0.01%
+1
2625
$1K ﹤0.01%
+14
103 104
105
106 107