S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1751
$13K ﹤0.01%
353
-37
1752
$13K ﹤0.01%
842
+167
1753
$13K ﹤0.01%
516
+369
1754
$13K ﹤0.01%
1,399
+37
1755
$13K ﹤0.01%
432
-37
1756
$13K ﹤0.01%
244
-30
1757
$13K ﹤0.01%
579
1758
$12K ﹤0.01%
+193
1759
$12K ﹤0.01%
+302
1760
$12K ﹤0.01%
+1,000
1761
$12K ﹤0.01%
251
+164
1762
$12K ﹤0.01%
281
1763
$12K ﹤0.01%
458
-42
1764
$12K ﹤0.01%
114
+17
1765
$12K ﹤0.01%
+100
1766
$12K ﹤0.01%
108
1767
$12K ﹤0.01%
275
+88
1768
$12K ﹤0.01%
90
-10
1769
$12K ﹤0.01%
388
+75
1770
$12K ﹤0.01%
225
+27
1771
$12K ﹤0.01%
125
1772
$12K ﹤0.01%
159
-16
1773
$12K ﹤0.01%
105
-2
1774
$12K ﹤0.01%
365
+20
1775
$12K ﹤0.01%
142
-59
69 70
71
72 73