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
1626
$17K ﹤0.01%
419
1627
$17K ﹤0.01%
334
-120
1628
$17K ﹤0.01%
666
+41
1629
$17K ﹤0.01%
479
1630
$17K ﹤0.01%
+558
1631
$17K ﹤0.01%
+543
1632
$17K ﹤0.01%
400
1633
$17K ﹤0.01%
1,498
+330
1634
$17K ﹤0.01%
+122
1635
$17K ﹤0.01%
+317
1636
$17K ﹤0.01%
188
+18
1637
$17K ﹤0.01%
2,032
-244
1638
$17K ﹤0.01%
542
1639
$17K ﹤0.01%
861
+243
1640
$16K ﹤0.01%
377
1641
$16K ﹤0.01%
49
+13
1642
$16K ﹤0.01%
167
1643
$16K ﹤0.01%
1,781
+1,500
1644
$16K ﹤0.01%
+900
1645
$16K ﹤0.01%
127
-122
1646
$16K ﹤0.01%
192
1647
$16K ﹤0.01%
430
+175
1648
$16K ﹤0.01%
+942
1649
$16K ﹤0.01%
2,032
-178
1650
$16K ﹤0.01%
+500
64 65
66
67 68