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
776
$125K 0.01%
4,659
-444
777
$125K 0.01%
9,880
778
$125K 0.01%
545
+43
779
$124K 0.01%
881
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780
$123K 0.01%
4,048
-78
781
$123K 0.01%
748
-6
782
$123K 0.01%
675
+228
783
$123K 0.01%
664
784
$123K 0.01%
250
+23
785
$123K 0.01%
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786
$122K 0.01%
2,103
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787
$122K 0.01%
801
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788
$122K 0.01%
4,134
-3,358
789
$122K 0.01%
1,304
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790
$121K 0.01%
4,398
-2,745
791
$120K 0.01%
402
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792
$119K 0.01%
2,535
793
$119K 0.01%
1,281
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794
$119K 0.01%
1,315
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795
$119K 0.01%
2,967
796
$118K 0.01%
948
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797
$117K 0.01%
1,903
+28
798
$117K 0.01%
8,503
799
$117K 0.01%
5,409
+879
800
$117K 0.01%
1,114
-3
30 31
32
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