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
1276
$40K ﹤0.01%
602
-214
1277
$40K ﹤0.01%
575
-36
1278
$40K ﹤0.01%
475
1279
$39K ﹤0.01%
+850
1280
$39K ﹤0.01%
1,307
-60
1281
$39K ﹤0.01%
+880
1282
$39K ﹤0.01%
370
1283
$39K ﹤0.01%
880
-37
1284
$39K ﹤0.01%
1,520
1285
$39K ﹤0.01%
440
+49
1286
$39K ﹤0.01%
771
-61
1287
$39K ﹤0.01%
147
-4
1288
$39K ﹤0.01%
+8,515
1289
$38K ﹤0.01%
677
+12
1290
$38K ﹤0.01%
83
+4
1291
$38K ﹤0.01%
2,035
-36
1292
$38K ﹤0.01%
2,214
+12
1293
$38K ﹤0.01%
898
-35
1294
$38K ﹤0.01%
+1,963
1295
$38K ﹤0.01%
460
-16
1296
$38K ﹤0.01%
1,441
+76
1297
$38K ﹤0.01%
1,132
-11
1298
$38K ﹤0.01%
3,000
1299
$38K ﹤0.01%
1,376
1300
$38K ﹤0.01%
829
-348
50 51
52
53 54