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
626
$186K 0.01%
703
+204
627
$185K 0.01%
2,517
+222
628
$184K 0.01%
3,696
+102
629
$184K 0.01%
1,433
+278
630
$184K 0.01%
2,563
+5
631
$184K 0.01%
5,380
+319
632
$184K 0.01%
+7,000
633
$183K 0.01%
+13,800
634
$183K 0.01%
57,644
+1,940
635
$181K 0.01%
3,333
+323
636
$181K 0.01%
1,399
+849
637
$179K 0.01%
979
+397
638
$179K 0.01%
369
-5
639
$179K 0.01%
10,994
+760
640
$178K 0.01%
1,078
-13
641
$178K 0.01%
4,287
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642
$178K 0.01%
1,464
-780
643
$177K 0.01%
3,366
-50
644
$177K 0.01%
+10,295
645
$177K 0.01%
3,001
+2,816
646
$177K 0.01%
1,876
+159
647
$175K 0.01%
3,575
-215
648
$175K 0.01%
2,866
-433
649
$175K 0.01%
1,255
+1,150
650
$175K 0.01%
+2,697
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