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
801
$117K 0.01%
1,750
802
$117K 0.01%
1,682
+273
803
$116K 0.01%
29,992
+1,966
804
$116K 0.01%
3,656
+65
805
$116K 0.01%
2,265
-6
806
$116K 0.01%
1,216
+132
807
$116K 0.01%
3,029
+197
808
$115K 0.01%
213
+27
809
$115K 0.01%
+4,307
810
$114K 0.01%
804
-149
811
$114K 0.01%
3,907
-132
812
$114K 0.01%
330
-168
813
$114K 0.01%
512
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814
$114K 0.01%
3,210
-1,552
815
$114K 0.01%
2,295
-416
816
$113K 0.01%
2,767
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817
$113K 0.01%
26,250
+4,050
818
$113K 0.01%
1,338
-26
819
$113K 0.01%
2,264
+1,986
820
$113K 0.01%
2,551
+267
821
$113K 0.01%
1,287
+161
822
$113K 0.01%
1,847
823
$113K 0.01%
+4,500
824
$113K 0.01%
897
-798
825
$112K 0.01%
3,506
+97
31 32
33
34 35