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
676
$163K 0.01%
3,065
+150
677
$161K 0.01%
2,741
-549
678
$161K 0.01%
1,142
-91
679
$160K 0.01%
7,442
+628
680
$160K 0.01%
630
-217
681
$159K 0.01%
270
+23
682
$158K 0.01%
6,160
683
$158K 0.01%
383
+23
684
$157K 0.01%
20,895
+726
685
$157K 0.01%
2,074
686
$157K 0.01%
500
+33
687
$157K 0.01%
1,271
+95
688
$156K 0.01%
187
+100
689
$156K 0.01%
1,176
+125
690
$155K 0.01%
9,872
-4,478
691
$155K 0.01%
3,191
+1,778
692
$155K 0.01%
502
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693
$154K 0.01%
1,903
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694
$154K 0.01%
5,891
-349
695
$154K 0.01%
769
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696
$154K 0.01%
1,961
+219
697
$153K 0.01%
2,138
+29
698
$153K 0.01%
65,825
+10,112
699
$153K 0.01%
2,065
+465
700
$153K 0.01%
28,381
+4,181
26 27
28
29 30