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
2026
$7K ﹤0.01%
+225
2027
$7K ﹤0.01%
222
2028
$7K ﹤0.01%
230
+20
2029
$7K ﹤0.01%
143
+13
2030
$7K ﹤0.01%
194
2031
$7K ﹤0.01%
200
2032
$7K ﹤0.01%
919
+228
2033
$7K ﹤0.01%
1,273
2034
$7K ﹤0.01%
119
+10
2035
$7K ﹤0.01%
236
2036
$7K ﹤0.01%
337
+102
2037
$7K ﹤0.01%
230
2038
$6K ﹤0.01%
168
-12
2039
$6K ﹤0.01%
110
+37
2040
$6K ﹤0.01%
34
2041
$6K ﹤0.01%
337
-222
2042
$6K ﹤0.01%
207
2043
$6K ﹤0.01%
65
-9
2044
$6K ﹤0.01%
486
+162
2045
$6K ﹤0.01%
+119
2046
$6K ﹤0.01%
131
2047
$6K ﹤0.01%
187
-2
2048
$6K ﹤0.01%
192
2049
$6K ﹤0.01%
216
2050
$6K ﹤0.01%
243
+71