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
751
$134K 0.01%
1,783
+977
752
$134K 0.01%
1,033
+9
753
$134K 0.01%
863
754
$134K 0.01%
7,457
+107
755
$134K 0.01%
10,903
-1,530
756
$133K 0.01%
1,711
-24
757
$132K 0.01%
33,209
+3,261
758
$132K 0.01%
2,551
+259
759
$132K 0.01%
3,154
-39
760
$131K 0.01%
1,250
+113
761
$131K 0.01%
4,243
+260
762
$131K 0.01%
1,309
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763
$131K 0.01%
1,421
-176
764
$130K 0.01%
1,393
765
$129K 0.01%
2,896
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766
$128K 0.01%
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767
$128K 0.01%
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$128K 0.01%
4,824
-3,390
769
$128K 0.01%
4,389
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770
$128K 0.01%
218
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771
$127K 0.01%
9,347
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772
$127K 0.01%
3,441
-196
773
$126K 0.01%
1,354
+236
774
$126K 0.01%
794
+113
775
$126K 0.01%
1,988
+614
29 30
31
32 33