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
426
$326K 0.01%
4,224
-737
427
$326K 0.01%
3,774
-166
428
$326K 0.01%
5,082
+576
429
$324K 0.01%
685
-200
430
$322K 0.01%
3,608
+204
431
$321K 0.01%
2,517
+183
432
$321K 0.01%
562
+39
433
$321K 0.01%
2,869
-152
434
$318K 0.01%
4,067
+132
435
$316K 0.01%
2,396
+59
436
$314K 0.01%
2,275
+207
437
$311K 0.01%
58,044
+2,527
438
$310K 0.01%
4,418
+344
439
$309K 0.01%
1,638
+153
440
$309K 0.01%
1,593
+565
441
$307K 0.01%
1,319
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442
$307K 0.01%
2,658
-315
443
$307K 0.01%
9,023
-1,008
444
$305K 0.01%
4,849
+150
445
$305K 0.01%
824
-35
446
$304K 0.01%
1,442
+57
447
$303K 0.01%
1,568
+253
448
$301K 0.01%
3,800
+142
449
$301K 0.01%
6,451
-2,334
450
$301K 0.01%
2,547
+108
16 17
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