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
1051
$65K ﹤0.01%
22,446
+10
1052
$65K ﹤0.01%
1,306
-36
1053
$65K ﹤0.01%
1,229
1054
$65K ﹤0.01%
1,690
1055
$65K ﹤0.01%
3,681
+2,279
1056
$65K ﹤0.01%
2,006
1057
$64K ﹤0.01%
1,201
+1,200
1058
$64K ﹤0.01%
447
-9
1059
$64K ﹤0.01%
965
+28
1060
$64K ﹤0.01%
1,119
1061
$64K ﹤0.01%
505
+17
1062
$64K ﹤0.01%
2,213
+12
1063
$64K ﹤0.01%
757
+271
1064
$64K ﹤0.01%
1,795
+880
1065
$64K ﹤0.01%
1,287
1066
$64K ﹤0.01%
870
-164
1067
$64K ﹤0.01%
363
1068
$64K ﹤0.01%
2,002
+239
1069
$63K ﹤0.01%
10,000
1070
$63K ﹤0.01%
1,778
-10
1071
$63K ﹤0.01%
1,101
-1,414
1072
$63K ﹤0.01%
2,312
+210
1073
$63K ﹤0.01%
+947
1074
$63K ﹤0.01%
17
+1
1075
$63K ﹤0.01%
610
+211
41 42
43
44 45