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
1226
$44K ﹤0.01%
637
-19
1227
$44K ﹤0.01%
441
+412
1228
$44K ﹤0.01%
82
-2
1229
$44K ﹤0.01%
720
+60
1230
$44K ﹤0.01%
2,757
1231
$44K ﹤0.01%
1,839
1232
$44K ﹤0.01%
752
+123
1233
$43K ﹤0.01%
317
-87
1234
$43K ﹤0.01%
111
+1
1235
$43K ﹤0.01%
287
+19
1236
$43K ﹤0.01%
2,900
-400
1237
$43K ﹤0.01%
76
+3
1238
$43K ﹤0.01%
231
+181
1239
$43K ﹤0.01%
1,771
+19
1240
$43K ﹤0.01%
876
+16
1241
$43K ﹤0.01%
659
+52
1242
$43K ﹤0.01%
187
-5
1243
$43K ﹤0.01%
181
1244
$43K ﹤0.01%
759
+191
1245
$43K ﹤0.01%
2,500
1246
$43K ﹤0.01%
+3,500
1247
$42K ﹤0.01%
1,947
+148
1248
$42K ﹤0.01%
3,318
1249
$42K ﹤0.01%
623
+32
1250
$42K ﹤0.01%
423
-74
48 49
50
51 52