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
601
$195K 0.01%
+5,625
602
$195K 0.01%
1,785
+249
603
$195K 0.01%
+840
604
$194K 0.01%
2,000
605
$194K 0.01%
8,333
+3,377
606
$193K 0.01%
1,262
-1
607
$193K 0.01%
2,467
+1,009
608
$193K 0.01%
3,769
+1,221
609
$193K 0.01%
7,633
+107
610
$193K 0.01%
10,073
-76
611
$192K 0.01%
1,279
+177
612
$192K 0.01%
1,277
+651
613
$190K 0.01%
+7,700
614
$190K 0.01%
18,097
-529
615
$189K 0.01%
3,622
+598
616
$188K 0.01%
1,180
-277
617
$187K 0.01%
5,744
+67
618
$187K 0.01%
4,000
619
$187K 0.01%
2,729
+270
620
$187K 0.01%
3,012
-98
621
$187K 0.01%
+10,800
622
$186K 0.01%
2,599
+574
623
$186K 0.01%
+6,746
624
$186K 0.01%
1,774
+785
625
$186K 0.01%
4,308
+2,134
23 24
25
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