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
2701
$1K ﹤0.01%
+30
2702
$1K ﹤0.01%
+11
2703
$1K ﹤0.01%
46
2704
$1K ﹤0.01%
55
-39
2705
$1K ﹤0.01%
75
-75
2706
$1K ﹤0.01%
11
-13
2707
$1K ﹤0.01%
24
2708
$1K ﹤0.01%
+3
2709
$1K ﹤0.01%
423
2710
$1K ﹤0.01%
+37
2711
$1K ﹤0.01%
+27
2712
$1K ﹤0.01%
+2
2713
$1K ﹤0.01%
15
2714
$1K ﹤0.01%
+12
2715
$1K ﹤0.01%
+28
2716
$1K ﹤0.01%
+40
2717
$1K ﹤0.01%
+600
2718
$1K ﹤0.01%
+23
2719
$1K ﹤0.01%
+100
2720
$1K ﹤0.01%
+80
2721
$1K ﹤0.01%
+14
2722
$1K ﹤0.01%
+21
2723
$1K ﹤0.01%
27
2724
$1K ﹤0.01%
33
-6
2725
$1K ﹤0.01%
20
107 108
109
110 111