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
1426
$28K ﹤0.01%
239
-24
1427
$28K ﹤0.01%
643
+78
1428
$28K ﹤0.01%
1,038
+20
1429
$28K ﹤0.01%
718
1430
$28K ﹤0.01%
596
+132
1431
$28K ﹤0.01%
185
-74
1432
$28K ﹤0.01%
350
+100
1433
$28K ﹤0.01%
115
+3
1434
$28K ﹤0.01%
384
+154
1435
$28K ﹤0.01%
299
-22
1436
$28K ﹤0.01%
331
+114
1437
$28K ﹤0.01%
724
1438
$28K ﹤0.01%
1,533
1439
$27K ﹤0.01%
673
-11
1440
$27K ﹤0.01%
750
1441
$27K ﹤0.01%
1,314
-40
1442
$27K ﹤0.01%
827
-1,556
1443
$27K ﹤0.01%
290
-8
1444
$27K ﹤0.01%
74
1445
$27K ﹤0.01%
354
+100
1446
$27K ﹤0.01%
179
+6
1447
$27K ﹤0.01%
1,000
1448
$27K ﹤0.01%
337
-195
1449
$27K ﹤0.01%
275
+19
1450
$27K ﹤0.01%
512
+470
56 57
58
59 60