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
1401
$30K ﹤0.01%
1,070
+73
1402
$30K ﹤0.01%
190
-4
1403
$30K ﹤0.01%
350
1404
$30K ﹤0.01%
265
+15
1405
$30K ﹤0.01%
536
-1,449
1406
$29K ﹤0.01%
1,064
-45
1407
$29K ﹤0.01%
+415
1408
$29K ﹤0.01%
861
1409
$29K ﹤0.01%
3,200
-3,600
1410
$29K ﹤0.01%
700
1411
$29K ﹤0.01%
467
+16
1412
$29K ﹤0.01%
400
1413
$29K ﹤0.01%
600
1414
$29K ﹤0.01%
1,210
+1,180
1415
$29K ﹤0.01%
202
-4
1416
$29K ﹤0.01%
356
-648
1417
$29K ﹤0.01%
915
1418
$29K ﹤0.01%
559
1419
$29K ﹤0.01%
619
1420
$29K ﹤0.01%
555
1421
$28K ﹤0.01%
222
+13
1422
$28K ﹤0.01%
707
-56
1423
$28K ﹤0.01%
150
1424
$28K ﹤0.01%
155
+18
1425
$28K ﹤0.01%
723
+664
55 56
57
58 59