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
401
$349K 0.02%
2,208
-75
402
$348K 0.02%
15,816
+830
403
$346K 0.02%
732
-177
404
$346K 0.02%
5,431
+3,417
405
$345K 0.02%
2,300
+612
406
$344K 0.02%
4,480
+371
407
$343K 0.02%
2,070
+891
408
$343K 0.02%
4,775
+222
409
$342K 0.02%
4,500
-1,063
410
$341K 0.02%
502
411
$341K 0.02%
3,428
+284
412
$339K 0.02%
21,817
+971
413
$338K 0.01%
6,115
-331
414
$338K 0.01%
6,556
+36
415
$336K 0.01%
1,159
+98
416
$335K 0.01%
3,912
+1,268
417
$334K 0.01%
12,420
+6,070
418
$331K 0.01%
7,412
+846
419
$331K 0.01%
10,415
+1,412
420
$330K 0.01%
1,000
-98
421
$330K 0.01%
18,098
+2,018
422
$329K 0.01%
6,220
+1,258
423
$329K 0.01%
3,148
+820
424
$328K 0.01%
3,939
+117
425
$326K 0.01%
1,597
+268
15 16
17
18 19