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
1451
$27K ﹤0.01%
192
1452
$27K ﹤0.01%
1,535
-8
1453
$27K ﹤0.01%
580
-108
1454
$27K ﹤0.01%
+250
1455
$27K ﹤0.01%
622
+25
1456
$27K ﹤0.01%
2,000
1457
$27K ﹤0.01%
152
-6
1458
$26K ﹤0.01%
2,241
+1,050
1459
$26K ﹤0.01%
678
+185
1460
$26K ﹤0.01%
1,185
-88
1461
$26K ﹤0.01%
+1,470
1462
$26K ﹤0.01%
233
+7
1463
$26K ﹤0.01%
8,422
1464
$26K ﹤0.01%
+59
1465
$26K ﹤0.01%
146
+56
1466
$26K ﹤0.01%
916
+93
1467
$26K ﹤0.01%
781
-8
1468
$26K ﹤0.01%
641
-92
1469
$26K ﹤0.01%
581
+35
1470
$25K ﹤0.01%
137
+6
1471
$25K ﹤0.01%
1,345
+235
1472
$25K ﹤0.01%
301
+2
1473
$25K ﹤0.01%
1,211
1474
$25K ﹤0.01%
1,503
1475
$25K ﹤0.01%
425
+13
57 58
59
60 61