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
1701
$14K ﹤0.01%
+165
1702
$14K ﹤0.01%
209
+174
1703
$14K ﹤0.01%
154
1704
$14K ﹤0.01%
294
+144
1705
$14K ﹤0.01%
297
-278
1706
$14K ﹤0.01%
1,251
-42
1707
$14K ﹤0.01%
160
+34
1708
$14K ﹤0.01%
171
1709
$14K ﹤0.01%
333
1710
$14K ﹤0.01%
1,237
+67
1711
$14K ﹤0.01%
160
+12
1712
$14K ﹤0.01%
1,236
+36
1713
$14K ﹤0.01%
+668
1714
$14K ﹤0.01%
600
+300
1715
$14K ﹤0.01%
847
-324
1716
$14K ﹤0.01%
262
+72
1717
$14K ﹤0.01%
498
+223
1718
$14K ﹤0.01%
100
1719
$14K ﹤0.01%
200
-111
1720
$14K ﹤0.01%
277
+77
1721
$14K ﹤0.01%
233
-8
1722
$14K ﹤0.01%
75
+26
1723
$14K ﹤0.01%
1,803
+595
1724
$13K ﹤0.01%
526
-347
1725
$13K ﹤0.01%
+209
67 68
69
70 71