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
1301
$38K ﹤0.01%
1,256
+3
1302
$38K ﹤0.01%
125
+59
1303
$38K ﹤0.01%
2,500
1304
$38K ﹤0.01%
641
+11
1305
$37K ﹤0.01%
706
+114
1306
$37K ﹤0.01%
3,120
1307
$37K ﹤0.01%
1,824
+44
1308
$37K ﹤0.01%
1,245
+3
1309
$37K ﹤0.01%
+492
1310
$37K ﹤0.01%
525
+97
1311
$37K ﹤0.01%
283
-30
1312
$37K ﹤0.01%
5,152
-124
1313
$37K ﹤0.01%
1,250
1314
$37K ﹤0.01%
812
1315
$37K ﹤0.01%
1,050
1316
$37K ﹤0.01%
2,792
-244
1317
$37K ﹤0.01%
221
+43
1318
$37K ﹤0.01%
1,260
1319
$36K ﹤0.01%
1,000
1320
$36K ﹤0.01%
367
+191
1321
$36K ﹤0.01%
1,161
1322
$36K ﹤0.01%
370
-34
1323
$36K ﹤0.01%
1,325
-51
1324
$36K ﹤0.01%
2,425
-493
1325
$36K ﹤0.01%
806
+62
51 52
53
54 55