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
726
$143K 0.01%
9,814
727
$142K 0.01%
619
+73
728
$142K 0.01%
27,229
+2,928
729
$142K 0.01%
6,560
-1,795
730
$141K 0.01%
4,892
-684
731
$140K 0.01%
368
-8
732
$140K 0.01%
+2,040
733
$140K 0.01%
2,148
-122
734
$140K 0.01%
5,592
+249
735
$140K 0.01%
2,596
-24
736
$140K 0.01%
3,465
-7,963
737
$139K 0.01%
9,170
738
$139K 0.01%
1,947
+170
739
$139K 0.01%
1,837
-3
740
$138K 0.01%
4,868
+224
741
$138K 0.01%
6,062
+484
742
$137K 0.01%
5,950
743
$137K 0.01%
2,292
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744
$137K 0.01%
952
745
$136K 0.01%
+2,651
746
$136K 0.01%
896
-150
747
$135K 0.01%
967
+141
748
$135K 0.01%
3,541
+469
749
$134K 0.01%
5,589
+3,190
750
$134K 0.01%
3,612
28 29
30
31 32