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
576
$206K 0.01%
2,020
-251
577
$206K 0.01%
4,570
+14
578
$206K 0.01%
2,933
+80
579
$205K 0.01%
10,864
+144
580
$205K 0.01%
3,750
+250
581
$205K 0.01%
30,669
-5,800
582
$205K 0.01%
1,340
-207
583
$204K 0.01%
10,463
+419
584
$203K 0.01%
2,787
+11
585
$203K 0.01%
+6,686
586
$203K 0.01%
31,394
+427
587
$202K 0.01%
19,693
-298
588
$202K 0.01%
11,642
+1,465
589
$201K 0.01%
810
+178
590
$200K 0.01%
13,261
+3,666
591
$200K 0.01%
+2,278
592
$199K 0.01%
3,901
+83
593
$198K 0.01%
3,729
+66
594
$197K 0.01%
6,049
-37
595
$197K 0.01%
14,216
596
$197K 0.01%
2,978
+178
597
$197K 0.01%
10,600
+7,150
598
$196K 0.01%
3,750
+133
599
$196K 0.01%
2,158
+258
600
$195K 0.01%
1,975
+47
22 23
24
25 26