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
2076
$6K ﹤0.01%
585
+34
2077
$6K ﹤0.01%
+124
2078
$6K ﹤0.01%
+42
2079
$6K ﹤0.01%
+1
2080
$6K ﹤0.01%
159
+28
2081
$6K ﹤0.01%
96
+53
2082
$6K ﹤0.01%
60
+38
2083
$6K ﹤0.01%
187
-1
2084
$6K ﹤0.01%
143
-133
2085
$6K ﹤0.01%
70
+32
2086
$6K ﹤0.01%
286
+25
2087
$6K ﹤0.01%
118
2088
$6K ﹤0.01%
285
+13
2089
$6K ﹤0.01%
70
2090
$6K ﹤0.01%
154
-37
2091
$6K ﹤0.01%
236
2092
$6K ﹤0.01%
100
2093
$6K ﹤0.01%
113
+47
2094
$6K ﹤0.01%
460
2095
$6K ﹤0.01%
48
-27
2096
$6K ﹤0.01%
+344
2097
$6K ﹤0.01%
114
-53
2098
$6K ﹤0.01%
222
2099
$6K ﹤0.01%
262
-468
2100
$6K ﹤0.01%
63
-1