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
1901
$9K ﹤0.01%
282
+40
1902
$9K ﹤0.01%
40
+7
1903
$9K ﹤0.01%
68
1904
$9K ﹤0.01%
812
+368
1905
$9K ﹤0.01%
772
-6
1906
$9K ﹤0.01%
+103
1907
$9K ﹤0.01%
356
+109
1908
$9K ﹤0.01%
+4,000
1909
$9K ﹤0.01%
186
-144
1910
$9K ﹤0.01%
+157
1911
$9K ﹤0.01%
30
1912
$9K ﹤0.01%
91
-7
1913
$9K ﹤0.01%
320
1914
$9K ﹤0.01%
124
+8
1915
$9K ﹤0.01%
41
+16
1916
$9K ﹤0.01%
100
-846
1917
$9K ﹤0.01%
271
1918
$9K ﹤0.01%
1,000
1919
$9K ﹤0.01%
142
+20
1920
$9K ﹤0.01%
276
1921
$8K ﹤0.01%
182
1922
$8K ﹤0.01%
112
1923
$8K ﹤0.01%
+400
1924
$8K ﹤0.01%
90
+40
1925
$8K ﹤0.01%
275
-1
75 76
77
78 79