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
1926
$8K ﹤0.01%
437
-17
1927
$8K ﹤0.01%
194
+88
1928
$8K ﹤0.01%
160
1929
$8K ﹤0.01%
87
+1
1930
$8K ﹤0.01%
+1,000
1931
$8K ﹤0.01%
1,014
1932
$8K ﹤0.01%
75
1933
$8K ﹤0.01%
354
+237
1934
$8K ﹤0.01%
835
+78
1935
$8K ﹤0.01%
+300
1936
$8K ﹤0.01%
78
-8
1937
$8K ﹤0.01%
112
+77
1938
$8K ﹤0.01%
371
+236
1939
$8K ﹤0.01%
76
-191
1940
$8K ﹤0.01%
871
+300
1941
$8K ﹤0.01%
+543
1942
$8K ﹤0.01%
175
-3
1943
$8K ﹤0.01%
137
+10
1944
$8K ﹤0.01%
134
-151
1945
$8K ﹤0.01%
274
+40
1946
$8K ﹤0.01%
628
1947
$8K ﹤0.01%
364
-37
1948
$8K ﹤0.01%
121
1949
$8K ﹤0.01%
269
-94
1950
$8K ﹤0.01%
49
-4
76 77
78
79 80