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
851
$105K ﹤0.01%
20,738
-2,745
852
$105K ﹤0.01%
+1,151
853
$105K ﹤0.01%
11,061
+176
854
$105K ﹤0.01%
786
+762
855
$105K ﹤0.01%
4,220
+1,992
856
$105K ﹤0.01%
4,212
857
$105K ﹤0.01%
2,652
+362
858
$105K ﹤0.01%
610
+197
859
$105K ﹤0.01%
10,131
-6,551
860
$104K ﹤0.01%
727
+35
861
$104K ﹤0.01%
1,500
-800
862
$104K ﹤0.01%
2,032
+1,226
863
$104K ﹤0.01%
2,063
+1
864
$103K ﹤0.01%
7,078
+574
865
$103K ﹤0.01%
1,501
-21
866
$103K ﹤0.01%
7,581
+258
867
$102K ﹤0.01%
810
868
$102K ﹤0.01%
204
+25
869
$102K ﹤0.01%
2,560
870
$102K ﹤0.01%
2,313
+326
871
$102K ﹤0.01%
10,825
+475
872
$102K ﹤0.01%
1,112
+100
873
$102K ﹤0.01%
971
+620
874
$102K ﹤0.01%
751
+230
875
$100K ﹤0.01%
903
-1,232
33 34
35
36 37