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
1151
$53K ﹤0.01%
823
+88
1152
$53K ﹤0.01%
4,000
1153
$53K ﹤0.01%
299
+3
1154
$52K ﹤0.01%
301
-5
1155
$52K ﹤0.01%
258
+130
1156
$52K ﹤0.01%
2,041
+235
1157
$52K ﹤0.01%
962
-96
1158
$51K ﹤0.01%
2,867
+183
1159
$51K ﹤0.01%
295
+211
1160
$51K ﹤0.01%
469
1161
$51K ﹤0.01%
1,584
-35
1162
$51K ﹤0.01%
710
+297
1163
$51K ﹤0.01%
385
+45
1164
$51K ﹤0.01%
6,941
-2,107
1165
$51K ﹤0.01%
1,000
1166
$51K ﹤0.01%
374
-904
1167
$50K ﹤0.01%
482
+11
1168
$50K ﹤0.01%
309
+83
1169
$50K ﹤0.01%
1,143
+479
1170
$50K ﹤0.01%
355
-50
1171
$50K ﹤0.01%
898
+20
1172
$50K ﹤0.01%
814
-7
1173
$49K ﹤0.01%
919
-66
1174
$49K ﹤0.01%
329
-39
1175
$49K ﹤0.01%
151
+70
45 46
47
48 49