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
476
$277K 0.01%
3,127
+45
477
$275K 0.01%
11,125
-2,616
478
$274K 0.01%
14,880
+338
479
$272K 0.01%
8,282
+1,029
480
$272K 0.01%
25,630
+853
481
$271K 0.01%
6,415
+160
482
$269K 0.01%
3,035
483
$269K 0.01%
10,154
-25,775
484
$269K 0.01%
11,282
+1,441
485
$269K 0.01%
4,784
486
$267K 0.01%
2,727
+210
487
$266K 0.01%
2,215
+221
488
$265K 0.01%
2,027
+642
489
$264K 0.01%
2,382
+123
490
$263K 0.01%
187
+2
491
$263K 0.01%
1,255
+131
492
$263K 0.01%
1,689
-220
493
$262K 0.01%
10,225
+525
494
$262K 0.01%
2,070
-410
495
$261K 0.01%
1,190
+238
496
$260K 0.01%
4,474
-39,262
497
$260K 0.01%
11,441
+905
498
$259K 0.01%
861
+61
499
$259K 0.01%
224
+21
500
$257K 0.01%
+10,000
18 19
20
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