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
526
$236K 0.01%
5,014
+191
527
$234K 0.01%
7,651
+391
528
$234K 0.01%
2,867
-30
529
$232K 0.01%
1,401
+99
530
$232K 0.01%
1,621
+209
531
$232K 0.01%
3,858
+151
532
$232K 0.01%
1,314
+500
533
$231K 0.01%
5,584
+4,400
534
$231K 0.01%
4,294
+820
535
$230K 0.01%
1,338
+724
536
$230K 0.01%
8,131
+1,071
537
$228K 0.01%
4,833
-127
538
$225K 0.01%
2,603
-72
539
$224K 0.01%
2,521
+2,500
540
$221K 0.01%
3,045
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541
$220K 0.01%
8,092
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542
$220K 0.01%
17,992
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543
$220K 0.01%
5,131
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544
$220K 0.01%
3,903
-1,179
545
$219K 0.01%
1,165
-67
546
$219K 0.01%
2,945
-675
547
$219K 0.01%
7,467
-122
548
$218K 0.01%
8,673
+1,011
549
$217K 0.01%
7,250
550
$217K 0.01%
15,507
-3,367
20 21
22
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