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
2101
$6K ﹤0.01%
+274
2102
$6K ﹤0.01%
323
+40
2103
$6K ﹤0.01%
100
2104
$5K ﹤0.01%
130
2105
$5K ﹤0.01%
47
+15
2106
$5K ﹤0.01%
16
2107
$5K ﹤0.01%
+255
2108
$5K ﹤0.01%
944
+720
2109
$5K ﹤0.01%
107
2110
$5K ﹤0.01%
44
2111
$5K ﹤0.01%
+100
2112
$5K ﹤0.01%
309
2113
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127
-39
2114
$5K ﹤0.01%
312
2115
$5K ﹤0.01%
252
+184
2116
$5K ﹤0.01%
96
-87
2117
$5K ﹤0.01%
388
2118
$5K ﹤0.01%
+500
2119
$5K ﹤0.01%
89
2120
$5K ﹤0.01%
53
2121
$5K ﹤0.01%
1,600
2122
$5K ﹤0.01%
200
2123
$5K ﹤0.01%
+100
2124
$5K ﹤0.01%
+40
2125
$5K ﹤0.01%
94
-17
83 84
85
86 87