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
1576
$20K ﹤0.01%
+528
1577
$20K ﹤0.01%
1,420
+1,025
1578
$20K ﹤0.01%
612
+16
1579
$20K ﹤0.01%
+475
1580
$20K ﹤0.01%
1,004
+250
1581
$19K ﹤0.01%
176
+20
1582
$19K ﹤0.01%
271
+43
1583
$19K ﹤0.01%
264
+51
1584
$19K ﹤0.01%
302
+72
1585
$19K ﹤0.01%
339
1586
$19K ﹤0.01%
556
1587
$19K ﹤0.01%
1,039
1588
$19K ﹤0.01%
+684
1589
$19K ﹤0.01%
189
-2
1590
$19K ﹤0.01%
161
-7
1591
$19K ﹤0.01%
160
+61
1592
$19K ﹤0.01%
393
+80
1593
$19K ﹤0.01%
373
+179
1594
$19K ﹤0.01%
549
1595
$19K ﹤0.01%
525
+45
1596
$19K ﹤0.01%
1,500
-1,900
1597
$19K ﹤0.01%
1,034
-1,759
1598
$19K ﹤0.01%
423
+65
1599
$19K ﹤0.01%
666
-65
1600
$18K ﹤0.01%
197
-20
62 63
64
65 66