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
1026
$70K ﹤0.01%
486
1027
$69K ﹤0.01%
656
+98
1028
$69K ﹤0.01%
439
+235
1029
$69K ﹤0.01%
989
-48
1030
$69K ﹤0.01%
660
-22
1031
$68K ﹤0.01%
683
-211
1032
$68K ﹤0.01%
5,671
+524
1033
$68K ﹤0.01%
164
+18
1034
$68K ﹤0.01%
+3,150
1035
$67K ﹤0.01%
4,533
+88
1036
$67K ﹤0.01%
1,646
1037
$67K ﹤0.01%
410
+4
1038
$67K ﹤0.01%
250
+35
1039
$67K ﹤0.01%
2,314
+293
1040
$67K ﹤0.01%
224
+3
1041
$67K ﹤0.01%
1,633
+35
1042
$67K ﹤0.01%
303
-15
1043
$67K ﹤0.01%
309
-100
1044
$66K ﹤0.01%
2,976
1045
$66K ﹤0.01%
680
-14
1046
$66K ﹤0.01%
1,277
-142
1047
$65K ﹤0.01%
279
1048
$65K ﹤0.01%
777
+10
1049
$65K ﹤0.01%
1,798
+156
1050
$65K ﹤0.01%
+14,491
40 41
42
43 44