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
826
$112K 0.01%
870
+318
827
$112K 0.01%
19,250
+610
828
$112K 0.01%
875
-26
829
$112K 0.01%
4,800
830
$112K 0.01%
2,291
+168
831
$111K ﹤0.01%
3,005
+3,000
832
$111K ﹤0.01%
4,174
+440
833
$111K ﹤0.01%
92
+5
834
$110K ﹤0.01%
489
+8
835
$110K ﹤0.01%
411
+27
836
$110K ﹤0.01%
1,354
+25
837
$109K ﹤0.01%
1,638
+48
838
$109K ﹤0.01%
16,304
+1,118
839
$109K ﹤0.01%
4,100
+100
840
$108K ﹤0.01%
762
+55
841
$108K ﹤0.01%
1,446
+211
842
$108K ﹤0.01%
1,797
+11
843
$107K ﹤0.01%
611
+71
844
$106K ﹤0.01%
2,206
845
$106K ﹤0.01%
1,293
-3,811
846
$106K ﹤0.01%
1,209
+382
847
$106K ﹤0.01%
7,690
+963
848
$106K ﹤0.01%
2,318
849
$106K ﹤0.01%
5,187
+2,410
850
$106K ﹤0.01%
379
+33
32 33
34
35 36