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
501
$255K 0.01%
11,662
+3,451
502
$254K 0.01%
+12,500
503
$254K 0.01%
5,157
-3,112
504
$254K 0.01%
3,023
+321
505
$253K 0.01%
6,000
506
$252K 0.01%
6,734
-420
507
$251K 0.01%
4,451
508
$250K 0.01%
1,015
+126
509
$249K 0.01%
2,916
-608
510
$249K 0.01%
35,771
+721
511
$249K 0.01%
29,392
-733
512
$249K 0.01%
2,110
513
$248K 0.01%
13,964
+250
514
$247K 0.01%
3,610
-440
515
$247K 0.01%
2,054
+154
516
$244K 0.01%
14,684
-795
517
$243K 0.01%
10,850
+593
518
$243K 0.01%
10,287
-681
519
$242K 0.01%
4,506
+96
520
$241K 0.01%
1,756
-87
521
$240K 0.01%
11,301
-772
522
$239K 0.01%
5,881
+766
523
$237K 0.01%
3,845
-242
524
$236K 0.01%
5,105
+230
525
$236K 0.01%
6,277
-466
19 20
21
22 23