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
1801
$11K ﹤0.01%
111
+7
1802
$11K ﹤0.01%
775
1803
$11K ﹤0.01%
467
-11
1804
$11K ﹤0.01%
65
+12
1805
$11K ﹤0.01%
124
+10
1806
$11K ﹤0.01%
235
1807
$11K ﹤0.01%
2,753
+806
1808
$11K ﹤0.01%
45
+22
1809
$11K ﹤0.01%
83
-19
1810
$11K ﹤0.01%
80
+25
1811
$11K ﹤0.01%
464
+101
1812
$11K ﹤0.01%
+1,200
1813
$11K ﹤0.01%
250
1814
$11K ﹤0.01%
148
+17
1815
$11K ﹤0.01%
510
+85
1816
$11K ﹤0.01%
57
+25
1817
$11K ﹤0.01%
114
1818
$11K ﹤0.01%
+200
1819
$11K ﹤0.01%
1,118
+145
1820
$11K ﹤0.01%
785
1821
$11K ﹤0.01%
279
+41
1822
$11K ﹤0.01%
793
1823
$11K ﹤0.01%
295
+106
1824
$11K ﹤0.01%
360
-78
1825
$11K ﹤0.01%
+3,121
71 72
73
74 75