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
1376
$32K ﹤0.01%
879
+239
1377
$32K ﹤0.01%
383
+114
1378
$32K ﹤0.01%
99
-294
1379
$32K ﹤0.01%
666
-143
1380
$32K ﹤0.01%
2,240
+1,355
1381
$31K ﹤0.01%
3,276
1382
$31K ﹤0.01%
550
1383
$31K ﹤0.01%
7,146
+1,654
1384
$31K ﹤0.01%
1,867
+30
1385
$31K ﹤0.01%
3,272
+500
1386
$31K ﹤0.01%
231
-8
1387
$31K ﹤0.01%
644
-31
1388
$31K ﹤0.01%
172
1389
$31K ﹤0.01%
615
+180
1390
$31K ﹤0.01%
737
-52
1391
$31K ﹤0.01%
1,222
+50
1392
$31K ﹤0.01%
1,928
+23
1393
$31K ﹤0.01%
1,564
1394
$31K ﹤0.01%
554
1395
$30K ﹤0.01%
1,370
-260
1396
$30K ﹤0.01%
323
-32
1397
$30K ﹤0.01%
283
1398
$30K ﹤0.01%
283
-13
1399
$30K ﹤0.01%
345
+22
1400
$30K ﹤0.01%
301
-73
54 55
56
57 58