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
1951
$8K ﹤0.01%
388
+67
1952
$8K ﹤0.01%
211
1953
$8K ﹤0.01%
59
-250
1954
$8K ﹤0.01%
+212
1955
$8K ﹤0.01%
+1,112
1956
$8K ﹤0.01%
159
+32
1957
$8K ﹤0.01%
425
1958
$8K ﹤0.01%
105
-791
1959
$8K ﹤0.01%
310
-1,630
1960
$8K ﹤0.01%
464
+131
1961
$8K ﹤0.01%
140
1962
$8K ﹤0.01%
182
+102
1963
$8K ﹤0.01%
401
+161
1964
$8K ﹤0.01%
291
1965
$8K ﹤0.01%
111
1966
$8K ﹤0.01%
405
-24
1967
$8K ﹤0.01%
162
+20
1968
$8K ﹤0.01%
98
+6
1969
$8K ﹤0.01%
100
-153
1970
$8K ﹤0.01%
71
+22
1971
$8K ﹤0.01%
210
+52
1972
$8K ﹤0.01%
161
-534
1973
$8K ﹤0.01%
167
1974
$8K ﹤0.01%
451
1975
$8K ﹤0.01%
220
-259
77 78
79
80 81