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
376
$390K 0.02%
968
+8
377
$389K 0.02%
264
+5
378
$388K 0.02%
4,357
-91
379
$386K 0.02%
6,036
+646
380
$384K 0.02%
4,313
+183
381
$384K 0.02%
4,788
+903
382
$384K 0.02%
4,018
+222
383
$382K 0.02%
7,142
+1,883
384
$380K 0.02%
9,994
+1,865
385
$378K 0.02%
2,516
-4
386
$376K 0.02%
938
+483
387
$373K 0.02%
5,010
+2,910
388
$372K 0.02%
15,710
+43
389
$370K 0.02%
1,348
+211
390
$362K 0.02%
46,992
+13,472
391
$360K 0.02%
4,634
+310
392
$359K 0.02%
4,237
-177
393
$358K 0.02%
5,490
+1,800
394
$357K 0.02%
7,804
+507
395
$356K 0.02%
13,085
+1,662
396
$354K 0.02%
+11,628
397
$352K 0.02%
21,966
-1,578
398
$351K 0.02%
2,605
+1,259
399
$351K 0.02%
45,722
+6,095
400
$350K 0.02%
2,422
+74
14 15
16
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