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
1676
$15K ﹤0.01%
268
+66
1677
$15K ﹤0.01%
994
-194
1678
$15K ﹤0.01%
1,448
1679
$15K ﹤0.01%
163
1680
$15K ﹤0.01%
911
+353
1681
$15K ﹤0.01%
97
+24
1682
$15K ﹤0.01%
908
+645
1683
$15K ﹤0.01%
851
1684
$15K ﹤0.01%
145
-14
1685
$15K ﹤0.01%
292
+26
1686
$15K ﹤0.01%
105
+60
1687
$15K ﹤0.01%
985
+40
1688
$15K ﹤0.01%
368
+22
1689
$15K ﹤0.01%
624
+482
1690
$15K ﹤0.01%
1,100
+700
1691
$14K ﹤0.01%
376
1692
$14K ﹤0.01%
874
+489
1693
$14K ﹤0.01%
1,690
-39
1694
$14K ﹤0.01%
181
-127
1695
$14K ﹤0.01%
312
+6
1696
$14K ﹤0.01%
121
+80
1697
$14K ﹤0.01%
174
+150
1698
$14K ﹤0.01%
2,313
-369
1699
$14K ﹤0.01%
1,384
+31
1700
$14K ﹤0.01%
+560
66 67
68
69 70