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
2626
$1K ﹤0.01%
15
2627
$1K ﹤0.01%
+33
2628
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+22
2629
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2630
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11
-79
2631
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2632
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2633
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8
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2634
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2635
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14
+12
2636
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2638
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2639
$1K ﹤0.01%
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2640
$1K ﹤0.01%
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2641
$1K ﹤0.01%
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2642
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2643
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2644
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+11
2645
$1K ﹤0.01%
14
2646
$1K ﹤0.01%
+177
2647
$1K ﹤0.01%
11
2648
$1K ﹤0.01%
43
-3
2649
$1K ﹤0.01%
8
-7
2650
$1K ﹤0.01%
+1
104 105
106
107 108