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
1101
$59K ﹤0.01%
1,338
+1,126
1102
$59K ﹤0.01%
878
-47
1103
$59K ﹤0.01%
873
1104
$59K ﹤0.01%
708
+57
1105
$59K ﹤0.01%
1,659
+312
1106
$59K ﹤0.01%
283
+27
1107
$59K ﹤0.01%
639
-21
1108
$59K ﹤0.01%
2,680
+9
1109
$59K ﹤0.01%
3,192
+2,929
1110
$59K ﹤0.01%
7,455
+1,431
1111
$59K ﹤0.01%
1,313
+332
1112
$59K ﹤0.01%
797
-314
1113
$58K ﹤0.01%
900
1114
$58K ﹤0.01%
312
+71
1115
$58K ﹤0.01%
728
+100
1116
$58K ﹤0.01%
270
+82
1117
$58K ﹤0.01%
449
-8
1118
$58K ﹤0.01%
915
+248
1119
$58K ﹤0.01%
981
+179
1120
$58K ﹤0.01%
1,020
+51
1121
$58K ﹤0.01%
978
+110
1122
$58K ﹤0.01%
1,164
1123
$58K ﹤0.01%
+1,139
1124
$58K ﹤0.01%
4,325
-3,825
1125
$57K ﹤0.01%
943
+10
43 44
45
46 47