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
2626
$1K ﹤0.01%
15
2627
$1K ﹤0.01%
+12
2628
$1K ﹤0.01%
+28
2629
$1K ﹤0.01%
+40
2630
$1K ﹤0.01%
+600
2631
$1K ﹤0.01%
+23
2632
$1K ﹤0.01%
+100
2633
$1K ﹤0.01%
20
2634
$1K ﹤0.01%
132
-125
2635
$1K ﹤0.01%
59
2636
$1K ﹤0.01%
71
2637
$1K ﹤0.01%
59
2638
$1K ﹤0.01%
9
2639
$1K ﹤0.01%
42
2640
$1K ﹤0.01%
110
2641
$1K ﹤0.01%
+30
2642
$1K ﹤0.01%
+80
2643
$1K ﹤0.01%
+14
2644
$1K ﹤0.01%
+21
2645
$1K ﹤0.01%
27
2646
$1K ﹤0.01%
33
-6
2647
$1K ﹤0.01%
20
2648
$1K ﹤0.01%
45
2649
$1K ﹤0.01%
31
2650
$1K ﹤0.01%
89
-26
104 105
106
107 108