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
1601
$18K ﹤0.01%
1,709
+1,465
1602
$18K ﹤0.01%
1,054
+374
1603
$18K ﹤0.01%
72
-10
1604
$18K ﹤0.01%
204
+123
1605
$18K ﹤0.01%
2,085
1606
$18K ﹤0.01%
+500
1607
$18K ﹤0.01%
1,702
1608
$18K ﹤0.01%
628
1609
$18K ﹤0.01%
303
1610
$18K ﹤0.01%
236
1611
$18K ﹤0.01%
227
-340
1612
$18K ﹤0.01%
1,000
1613
$18K ﹤0.01%
422
+15
1614
$17K ﹤0.01%
67
+6
1615
$17K ﹤0.01%
+300
1616
$17K ﹤0.01%
590
+50
1617
$17K ﹤0.01%
200
-200
1618
$17K ﹤0.01%
964
+80
1619
$17K ﹤0.01%
117
+100
1620
$17K ﹤0.01%
442
+20
1621
$17K ﹤0.01%
839
-26
1622
$17K ﹤0.01%
487
1623
$17K ﹤0.01%
1,420
1624
$17K ﹤0.01%
1,418
-226
1625
$17K ﹤0.01%
1,057
+132
63 64
65
66 67