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
301
$521K 0.02%
10,646
+336
302
$521K 0.02%
8,359
+884
303
$518K 0.02%
16,543
+5,000
304
$516K 0.02%
1,861
+177
305
$515K 0.02%
1,379
-149
306
$513K 0.02%
6,276
+868
307
$511K 0.02%
2,153
+139
308
$511K 0.02%
2,978
+178
309
$510K 0.02%
3,393
+52
310
$507K 0.02%
24,521
-531
311
$504K 0.02%
2,777
-68
312
$504K 0.02%
20,942
313
$503K 0.02%
2,311
-1,165
314
$503K 0.02%
216
+57
315
$501K 0.02%
2,706
+5
316
$499K 0.02%
5,444
+215
317
$498K 0.02%
2,327
+186
318
$498K 0.02%
92,530
+3,639
319
$497K 0.02%
7,938
+572
320
$495K 0.02%
8,210
-4,757
321
$491K 0.02%
4,757
+262
322
$490K 0.02%
1,552
+178
323
$482K 0.02%
4,978
+904
324
$480K 0.02%
8,114
+718
325
$478K 0.02%
2,724
+360
11 12
13
14 15