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
651
$175K 0.01%
7,344
+6,006
652
$175K 0.01%
3,041
+1,955
653
$174K 0.01%
5,812
+2,006
654
$174K 0.01%
1,314
+95
655
$173K 0.01%
10,246
+32
656
$173K 0.01%
530
+324
657
$173K 0.01%
1,528
-1,239
658
$173K 0.01%
5,015
+3,579
659
$172K 0.01%
3,290
+37
660
$172K 0.01%
2,216
-107
661
$172K 0.01%
3,659
662
$171K 0.01%
1,080
+110
663
$171K 0.01%
783
-28
664
$171K 0.01%
49,715
+6,731
665
$170K 0.01%
1,200
+546
666
$170K 0.01%
2,686
667
$170K 0.01%
2,859
+15
668
$170K 0.01%
1,630
+30
669
$170K 0.01%
8,112
+1,093
670
$169K 0.01%
354
671
$169K 0.01%
594
+7
672
$168K 0.01%
2,848
+129
673
$166K 0.01%
2,480
-85
674
$166K 0.01%
340
+64
675
$164K 0.01%
6,641
+525
25 26
27
28 29