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
2001
$7K ﹤0.01%
202
-122
2002
$7K ﹤0.01%
+151
2003
$7K ﹤0.01%
140
+83
2004
$7K ﹤0.01%
175
2005
$7K ﹤0.01%
201
-1
2006
$7K ﹤0.01%
+150
2007
$7K ﹤0.01%
108
+21
2008
$7K ﹤0.01%
2,159
+138
2009
$7K ﹤0.01%
57
-155
2010
$7K ﹤0.01%
138
+75
2011
$7K ﹤0.01%
691
+491
2012
$7K ﹤0.01%
85
2013
$7K ﹤0.01%
125
-20
2014
$7K ﹤0.01%
179
+11
2015
$7K ﹤0.01%
27
+5
2016
$7K ﹤0.01%
335
2017
$7K ﹤0.01%
52
2018
$7K ﹤0.01%
531
-103
2019
$7K ﹤0.01%
427
-21
2020
$7K ﹤0.01%
92
2021
$7K ﹤0.01%
222
2022
$7K ﹤0.01%
358
+276
2023
$7K ﹤0.01%
48
-2
2024
$7K ﹤0.01%
582
+100
2025
$7K ﹤0.01%
358
79 80
81
82 83