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
1176
$49K ﹤0.01%
1,027
-106
1177
$49K ﹤0.01%
997
1178
$49K ﹤0.01%
630
-30
1179
$49K ﹤0.01%
800
+28
1180
$49K ﹤0.01%
514
+500
1181
$49K ﹤0.01%
1,266
+2
1182
$49K ﹤0.01%
+2,000
1183
$49K ﹤0.01%
2,115
-252
1184
$48K ﹤0.01%
1,758
+17
1185
$48K ﹤0.01%
1,049
-100
1186
$48K ﹤0.01%
1,365
+722
1187
$48K ﹤0.01%
528
+220
1188
$48K ﹤0.01%
3,248
+293
1189
$48K ﹤0.01%
1,310
-482
1190
$48K ﹤0.01%
275
+55
1191
$48K ﹤0.01%
863
1192
$48K ﹤0.01%
16,000
1193
$48K ﹤0.01%
1,029
+20
1194
$47K ﹤0.01%
363
-169
1195
$47K ﹤0.01%
1,265
+103
1196
$47K ﹤0.01%
1,272
+5
1197
$47K ﹤0.01%
5,075
+1,375
1198
$47K ﹤0.01%
2,744
-1,351
1199
$47K ﹤0.01%
+1,300
1200
$47K ﹤0.01%
42
-6
46 47
48
49 50