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
1251
$42K ﹤0.01%
526
+61
1252
$42K ﹤0.01%
669
-73
1253
$42K ﹤0.01%
10,000
1254
$41K ﹤0.01%
+1,000
1255
$41K ﹤0.01%
117
+92
1256
$41K ﹤0.01%
2,900
+9
1257
$41K ﹤0.01%
536
-33
1258
$41K ﹤0.01%
289
+58
1259
$41K ﹤0.01%
480
+37
1260
$41K ﹤0.01%
285
-2
1261
$41K ﹤0.01%
+250
1262
$41K ﹤0.01%
715
1263
$41K ﹤0.01%
2,954
+159
1264
$41K ﹤0.01%
314
+69
1265
$41K ﹤0.01%
9,894
1266
$40K ﹤0.01%
6,452
+584
1267
$40K ﹤0.01%
1,952
1268
$40K ﹤0.01%
758
1269
$40K ﹤0.01%
1,269
1270
$40K ﹤0.01%
421
-22
1271
$40K ﹤0.01%
194
+43
1272
$40K ﹤0.01%
451
-7
1273
$40K ﹤0.01%
323
1274
$40K ﹤0.01%
666
+52
1275
$40K ﹤0.01%
206
+83
49 50
51
52 53