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
701
$153K 0.01%
1,419
+235
702
$152K 0.01%
429
+116
703
$152K 0.01%
2,047
+285
704
$151K 0.01%
11,805
-3,642
705
$151K 0.01%
4,228
+105
706
$150K 0.01%
7,507
+505
707
$150K 0.01%
4,225
+975
708
$150K 0.01%
2,838
-28
709
$149K 0.01%
1,029
+19
710
$149K 0.01%
427
+178
711
$148K 0.01%
+8,000
712
$148K 0.01%
1,110
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713
$147K 0.01%
3,320
+242
714
$146K 0.01%
8,706
+1,014
715
$146K 0.01%
1,692
+3
716
$145K 0.01%
9,225
+1,376
717
$145K 0.01%
25,064
+153
718
$145K 0.01%
5,952
+367
719
$145K 0.01%
341
-41
720
$145K 0.01%
2,019
+333
721
$145K 0.01%
2,636
-26
722
$143K 0.01%
1,252
+367
723
$143K 0.01%
5,464
+29
724
$143K 0.01%
812
+360
725
$143K 0.01%
13,403
+1,401
27 28
29
30 31