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
2701
$1K ﹤0.01%
+30
2702
$1K ﹤0.01%
+30
2703
$1K ﹤0.01%
31
-20
2704
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46
2705
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+11
2706
$1K ﹤0.01%
+28
2707
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34
2708
$1K ﹤0.01%
11
-8
2709
$1K ﹤0.01%
+7
2710
$1K ﹤0.01%
97
2711
$1K ﹤0.01%
66
2712
$1K ﹤0.01%
6
-1
2713
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19
2714
$1K ﹤0.01%
17
-14
2715
$1K ﹤0.01%
+32
2716
$1K ﹤0.01%
+1
2717
$1K ﹤0.01%
+14
2718
$1K ﹤0.01%
15
2719
$1K ﹤0.01%
+33
2720
$1K ﹤0.01%
+22
2721
$1K ﹤0.01%
+16
2722
$1K ﹤0.01%
11
-79
2723
$1K ﹤0.01%
8
+2
2724
$1K ﹤0.01%
+5
2725
$1K ﹤0.01%
46
107 108
109
110 111