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
551
$216K 0.01%
8,590
+210
552
$215K 0.01%
3,828
+3,800
553
$215K 0.01%
943
+2
554
$214K 0.01%
9,198
+549
555
$213K 0.01%
3,591
556
$213K 0.01%
8,117
+153
557
$212K 0.01%
7,450
+550
558
$212K 0.01%
1,659
-102
559
$212K 0.01%
988
+523
560
$211K 0.01%
1,272
+681
561
$210K 0.01%
174,601
+200
562
$210K 0.01%
4,343
563
$210K 0.01%
501
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564
$210K 0.01%
705
-1
565
$210K 0.01%
8,039
+6,820
566
$209K 0.01%
4,161
567
$209K 0.01%
9,060
-136
568
$209K 0.01%
1,142
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569
$208K 0.01%
797
-48
570
$208K 0.01%
7,466
+2,003
571
$208K 0.01%
4,805
-308
572
$207K 0.01%
2,172
-155
573
$207K 0.01%
1,753
+556
574
$207K 0.01%
+3,450
575
$207K 0.01%
+5,326
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