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
1876
$9K ﹤0.01%
269
+61
1877
$9K ﹤0.01%
221
-4
1878
$9K ﹤0.01%
69
-90
1879
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42
-4
1880
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1881
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1882
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106
1883
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-33
1884
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1885
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472
-120
1886
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+187
1887
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193
+130
1888
$9K ﹤0.01%
231
1889
$9K ﹤0.01%
227
1890
$9K ﹤0.01%
544
-51
1891
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150
1892
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+44
1893
$9K ﹤0.01%
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1894
$9K ﹤0.01%
434
-521
1895
$9K ﹤0.01%
488
+277
1896
$9K ﹤0.01%
186
-123
1897
$9K ﹤0.01%
339
1898
$9K ﹤0.01%
55
-24
1899
$9K ﹤0.01%
546
1900
$9K ﹤0.01%
113
74 75
76
77 78