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
1351
$34K ﹤0.01%
373
+214
1352
$34K ﹤0.01%
450
1353
$34K ﹤0.01%
650
+300
1354
$34K ﹤0.01%
262
+2
1355
$33K ﹤0.01%
519
1356
$33K ﹤0.01%
882
1357
$33K ﹤0.01%
309
-21
1358
$33K ﹤0.01%
2,809
+1,689
1359
$33K ﹤0.01%
430
+43
1360
$33K ﹤0.01%
1,625
1361
$33K ﹤0.01%
875
+275
1362
$33K ﹤0.01%
1,687
+394
1363
$33K ﹤0.01%
766
+158
1364
$32K ﹤0.01%
926
-260
1365
$32K ﹤0.01%
346
1366
$32K ﹤0.01%
2,000
1367
$32K ﹤0.01%
1,193
1368
$32K ﹤0.01%
449
1369
$32K ﹤0.01%
676
1370
$32K ﹤0.01%
284
-25
1371
$32K ﹤0.01%
+737
1372
$32K ﹤0.01%
625
1373
$32K ﹤0.01%
341
-9
1374
$32K ﹤0.01%
214
1375
$32K ﹤0.01%
626
-589
53 54
55
56 57