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
1851
$10K ﹤0.01%
765
1852
$10K ﹤0.01%
+225
1853
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405
1854
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226
+62
1855
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415
+58
1856
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207
+13
1857
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300
+200
1858
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168
+23
1859
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222
+169
1860
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+57
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113
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1863
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78
+5
1864
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491
+192
1865
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34
-2
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1867
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159
+122
1868
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393
1869
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186
1870
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67
+29
1871
$10K ﹤0.01%
389
-515
1872
$9K ﹤0.01%
116
+18
1873
$9K ﹤0.01%
300
1874
$9K ﹤0.01%
105
1875
$9K ﹤0.01%
+2
73 74
75
76 77