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
951
$84K ﹤0.01%
46
952
$84K ﹤0.01%
609
+32
953
$84K ﹤0.01%
1,458
+72
954
$84K ﹤0.01%
600
-154
955
$84K ﹤0.01%
1,945
+1
956
$83K ﹤0.01%
3,670
-240
957
$83K ﹤0.01%
2,701
-33
958
$83K ﹤0.01%
1,779
+128
959
$82K ﹤0.01%
2,887
960
$82K ﹤0.01%
+5,828
961
$82K ﹤0.01%
723
+157
962
$82K ﹤0.01%
+800
963
$82K ﹤0.01%
1,186
-30
964
$82K ﹤0.01%
265
-19
965
$81K ﹤0.01%
613
+27
966
$81K ﹤0.01%
1,211
+200
967
$81K ﹤0.01%
1,679
+105
968
$81K ﹤0.01%
306
+38
969
$81K ﹤0.01%
2,379
-102
970
$80K ﹤0.01%
846
+3
971
$80K ﹤0.01%
2,702
-287
972
$80K ﹤0.01%
824
-21
973
$80K ﹤0.01%
748
+1
974
$79K ﹤0.01%
345
-19
975
$79K ﹤0.01%
17,036
+208
37 38
39
40 41