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
1526
$23K ﹤0.01%
188
+8
1527
$23K ﹤0.01%
1,399
+54
1528
$23K ﹤0.01%
115
-10
1529
$22K ﹤0.01%
610
+110
1530
$22K ﹤0.01%
3,716
1531
$22K ﹤0.01%
985
1532
$22K ﹤0.01%
+295
1533
$22K ﹤0.01%
424
1534
$22K ﹤0.01%
375
1535
$22K ﹤0.01%
1,040
-1,380
1536
$22K ﹤0.01%
105
-6
1537
$22K ﹤0.01%
327
1538
$22K ﹤0.01%
303
-30
1539
$22K ﹤0.01%
506
+119
1540
$22K ﹤0.01%
75
+38
1541
$22K ﹤0.01%
1,244
-335
1542
$22K ﹤0.01%
1,501
-7
1543
$21K ﹤0.01%
1,062
+596
1544
$21K ﹤0.01%
143
-8
1545
$21K ﹤0.01%
1,245
-90
1546
$21K ﹤0.01%
763
1547
$21K ﹤0.01%
717
+103
1548
$21K ﹤0.01%
200
1549
$21K ﹤0.01%
53
+5
1550
$21K ﹤0.01%
226
-10
60 61
62
63 64