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
2676
$1K ﹤0.01%
14
-18
2677
$1K ﹤0.01%
+58
2678
$1K ﹤0.01%
186
-4,656
2679
$1K ﹤0.01%
134
2680
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53
2681
$1K ﹤0.01%
+22
2682
$1K ﹤0.01%
45
-46
2683
$1K ﹤0.01%
38
-853
2684
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33
-51
2685
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67
2686
$1K ﹤0.01%
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2687
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46
2688
$1K ﹤0.01%
16
+9
2689
$1K ﹤0.01%
115
-16
2690
$1K ﹤0.01%
+34
2691
$1K ﹤0.01%
+10
2692
$1K ﹤0.01%
+4
2693
$1K ﹤0.01%
20
2694
$1K ﹤0.01%
132
-125
2695
$1K ﹤0.01%
59
2696
$1K ﹤0.01%
71
2697
$1K ﹤0.01%
59
2698
$1K ﹤0.01%
9
2699
$1K ﹤0.01%
42
2700
$1K ﹤0.01%
110
106 107
108
109 110