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
876
$100K ﹤0.01%
1,124
-100
877
$100K ﹤0.01%
2,719
-42
878
$100K ﹤0.01%
1,867
+3
879
$100K ﹤0.01%
1,158
880
$99K ﹤0.01%
309
+197
881
$99K ﹤0.01%
1,200
+150
882
$99K ﹤0.01%
+9,805
883
$99K ﹤0.01%
1,327
884
$99K ﹤0.01%
2,702
-47
885
$99K ﹤0.01%
3,135
-2,840
886
$98K ﹤0.01%
356
+142
887
$98K ﹤0.01%
373
+25
888
$98K ﹤0.01%
4,031
+11
889
$98K ﹤0.01%
+813
890
$98K ﹤0.01%
376
+19
891
$97K ﹤0.01%
467
-5
892
$97K ﹤0.01%
162
+154
893
$97K ﹤0.01%
349
-4
894
$97K ﹤0.01%
1,051
+154
895
$96K ﹤0.01%
2,062
-130
896
$96K ﹤0.01%
340
+45
897
$96K ﹤0.01%
9,172
+313
898
$95K ﹤0.01%
849
+21
899
$95K ﹤0.01%
8,462
900
$95K ﹤0.01%
3,932
+323
34 35
36
37 38