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
1126
$57K ﹤0.01%
3,684
+18
1127
$57K ﹤0.01%
903
-205
1128
$57K ﹤0.01%
877
1129
$57K ﹤0.01%
880
-12
1130
$57K ﹤0.01%
409
+46
1131
$57K ﹤0.01%
525
-117
1132
$57K ﹤0.01%
3,249
-130
1133
$56K ﹤0.01%
659
+8
1134
$56K ﹤0.01%
1,072
1135
$56K ﹤0.01%
794
-749
1136
$56K ﹤0.01%
1,353
-9,165
1137
$56K ﹤0.01%
+148
1138
$56K ﹤0.01%
404
+57
1139
$55K ﹤0.01%
1,776
1140
$55K ﹤0.01%
1,581
1141
$55K ﹤0.01%
924
1142
$55K ﹤0.01%
666
-49
1143
$55K ﹤0.01%
1,308
-290
1144
$55K ﹤0.01%
791
-152
1145
$55K ﹤0.01%
1,710
1146
$54K ﹤0.01%
299
-31
1147
$54K ﹤0.01%
1,147
+199
1148
$54K ﹤0.01%
4,296
1149
$53K ﹤0.01%
883
1150
$53K ﹤0.01%
268
-46
44 45
46
47 48