S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
901
$95K ﹤0.01%
849
+21
902
$95K ﹤0.01%
8,462
903
$95K ﹤0.01%
3,932
+323
904
$95K ﹤0.01%
2,515
-15
905
$95K ﹤0.01%
3,175
+1,832
906
$94K ﹤0.01%
849
+6
907
$94K ﹤0.01%
1,777
+653
908
$94K ﹤0.01%
3,996
+971
909
$94K ﹤0.01%
2,471
-158
910
$94K ﹤0.01%
1,665
+245
911
$94K ﹤0.01%
890
912
$94K ﹤0.01%
302
+4
913
$94K ﹤0.01%
13,891
+145
914
$94K ﹤0.01%
3,500
-1,200
915
$94K ﹤0.01%
646
+51
916
$93K ﹤0.01%
1,069
+63
917
$93K ﹤0.01%
1,390
-16
918
$93K ﹤0.01%
2,957
+1,149
919
$93K ﹤0.01%
3,905
+1,915
920
$92K ﹤0.01%
1,054
-5
921
$92K ﹤0.01%
905
+5
922
$92K ﹤0.01%
+2,781
923
$92K ﹤0.01%
903
+461
924
$92K ﹤0.01%
2,244
+64
925
$91K ﹤0.01%
2,357
+234
35 36
37
38 39