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
1076
$63K ﹤0.01%
1,753
-175
1077
$62K ﹤0.01%
1,359
-289
1078
$62K ﹤0.01%
4,683
+9
1079
$62K ﹤0.01%
6,164
+683
1080
$62K ﹤0.01%
808
+59
1081
$62K ﹤0.01%
1,080
1082
$62K ﹤0.01%
216
-1
1083
$62K ﹤0.01%
1,743
+84
1084
$62K ﹤0.01%
1,533
+269
1085
$61K ﹤0.01%
974
1086
$61K ﹤0.01%
462
+92
1087
$61K ﹤0.01%
3,486
+100
1088
$61K ﹤0.01%
603
+47
1089
$61K ﹤0.01%
900
-30
1090
$61K ﹤0.01%
13,068
+3,305
1091
$61K ﹤0.01%
362
+54
1092
$61K ﹤0.01%
484
+179
1093
$60K ﹤0.01%
2,105
+222
1094
$60K ﹤0.01%
1,504
+472
1095
$60K ﹤0.01%
10,857
1096
$60K ﹤0.01%
663
-637
1097
$60K ﹤0.01%
1,412
+227
1098
$60K ﹤0.01%
696
-42
1099
$60K ﹤0.01%
1,779
+177
1100
$60K ﹤0.01%
1,179
+29
42 43
44
45 46