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
2601
$1K ﹤0.01%
53
2602
$1K ﹤0.01%
+22
2603
$1K ﹤0.01%
45
-46
2604
$1K ﹤0.01%
38
-853
2605
$1K ﹤0.01%
33
-51
2606
$1K ﹤0.01%
67
2607
$1K ﹤0.01%
187
2608
$1K ﹤0.01%
46
2609
$1K ﹤0.01%
11
-13
2610
$1K ﹤0.01%
+3
2611
$1K ﹤0.01%
423
2612
$1K ﹤0.01%
+37
2613
$1K ﹤0.01%
+27
2614
$1K ﹤0.01%
20
2615
$1K ﹤0.01%
+62
2616
$1K ﹤0.01%
32
2617
$1K ﹤0.01%
+25
2618
$1K ﹤0.01%
18
-12
2619
$1K ﹤0.01%
+44
2620
$1K ﹤0.01%
75
-75
2621
$1K ﹤0.01%
16
+9
2622
$1K ﹤0.01%
115
-16
2623
$1K ﹤0.01%
+4
2624
$1K ﹤0.01%
24
2625
$1K ﹤0.01%
+2
103 104
105
106 107