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
1976
$8K ﹤0.01%
30
+2
1977
$8K ﹤0.01%
204
-2,181
1978
$8K ﹤0.01%
222
1979
$7K ﹤0.01%
292
+150
1980
$7K ﹤0.01%
49
+15
1981
$7K ﹤0.01%
204
1982
$7K ﹤0.01%
157
+13
1983
$7K ﹤0.01%
251
-42
1984
$7K ﹤0.01%
113
1985
$7K ﹤0.01%
+500
1986
$7K ﹤0.01%
165
1987
$7K ﹤0.01%
238
+121
1988
$7K ﹤0.01%
45
-12
1989
$7K ﹤0.01%
580
1990
$7K ﹤0.01%
333
1991
$7K ﹤0.01%
156
+39
1992
$7K ﹤0.01%
180
+154
1993
$7K ﹤0.01%
60
-8
1994
$7K ﹤0.01%
80
1995
$7K ﹤0.01%
55
1996
$7K ﹤0.01%
193
+10
1997
$7K ﹤0.01%
208
1998
$7K ﹤0.01%
445
1999
$7K ﹤0.01%
+114
2000
$7K ﹤0.01%
149
+41
78 79
80
81 82