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
2051
$6K ﹤0.01%
654
+556
2052
$6K ﹤0.01%
66
-25
2053
$6K ﹤0.01%
331
2054
$6K ﹤0.01%
115
2055
$6K ﹤0.01%
235
2056
$6K ﹤0.01%
46
2057
$6K ﹤0.01%
62
2058
$6K ﹤0.01%
157
+17
2059
$6K ﹤0.01%
+300
2060
$6K ﹤0.01%
320
2061
$6K ﹤0.01%
52
-12
2062
$6K ﹤0.01%
164
2063
$6K ﹤0.01%
288
+162
2064
$6K ﹤0.01%
53
-2
2065
$6K ﹤0.01%
1,000
2066
$6K ﹤0.01%
+84
2067
$6K ﹤0.01%
56
2068
$6K ﹤0.01%
45
-6
2069
$6K ﹤0.01%
1,418
2070
$6K ﹤0.01%
40
+9
2071
$6K ﹤0.01%
81
+18
2072
$6K ﹤0.01%
21
-4
2073
$6K ﹤0.01%
82
2074
$6K ﹤0.01%
85
2075
$6K ﹤0.01%
260
-48
81 82
83
84 85