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
1826
$11K ﹤0.01%
124
+10
1827
$11K ﹤0.01%
65
+12
1828
$11K ﹤0.01%
467
-11
1829
$11K ﹤0.01%
775
1830
$11K ﹤0.01%
111
+7
1831
$11K ﹤0.01%
474
-3
1832
$11K ﹤0.01%
+442
1833
$11K ﹤0.01%
400
+100
1834
$11K ﹤0.01%
173
+83
1835
$11K ﹤0.01%
156
-100
1836
$11K ﹤0.01%
116
-680
1837
$11K ﹤0.01%
+1,200
1838
$10K ﹤0.01%
507
1839
$10K ﹤0.01%
212
1840
$10K ﹤0.01%
2,249
-204
1841
$10K ﹤0.01%
+200
1842
$10K ﹤0.01%
284
+46
1843
$10K ﹤0.01%
974
1844
$10K ﹤0.01%
923
1845
$10K ﹤0.01%
+495
1846
$10K ﹤0.01%
216
+38
1847
$10K ﹤0.01%
726
+500
1848
$10K ﹤0.01%
348
1849
$10K ﹤0.01%
+98
1850
$10K ﹤0.01%
+370
72 73
74
75 76