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
926
$91K ﹤0.01%
999
+26
927
$91K ﹤0.01%
4,493
928
$91K ﹤0.01%
397
+89
929
$91K ﹤0.01%
995
+175
930
$91K ﹤0.01%
2,357
+234
931
$90K ﹤0.01%
827
+88
932
$90K ﹤0.01%
9,925
-425
933
$90K ﹤0.01%
676
+305
934
$89K ﹤0.01%
1,952
-183
935
$89K ﹤0.01%
486
-150
936
$89K ﹤0.01%
195
+59
937
$89K ﹤0.01%
1,270
+27
938
$88K ﹤0.01%
1,098
939
$88K ﹤0.01%
524
+15
940
$88K ﹤0.01%
400
941
$88K ﹤0.01%
17,657
+237
942
$87K ﹤0.01%
2,674
+971
943
$87K ﹤0.01%
400
944
$87K ﹤0.01%
6,504
+2,984
945
$87K ﹤0.01%
1,600
946
$87K ﹤0.01%
1,360
+51
947
$87K ﹤0.01%
27,116
948
$86K ﹤0.01%
1,705
-725
949
$85K ﹤0.01%
18
+2
950
$84K ﹤0.01%
+1,000
36 37
38
39 40