S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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%
312
2105
$5K ﹤0.01%
252
+184
2106
$5K ﹤0.01%
64
+10
2107
$5K ﹤0.01%
+234
2108
$5K ﹤0.01%
+50
2109
$5K ﹤0.01%
56
2110
$5K ﹤0.01%
328
2111
$5K ﹤0.01%
180
+147
2112
$5K ﹤0.01%
944
+720
2113
$5K ﹤0.01%
107
2114
$5K ﹤0.01%
44
2115
$5K ﹤0.01%
+100
2116
$5K ﹤0.01%
309
2117
$5K ﹤0.01%
127
-39
2118
$5K ﹤0.01%
96
-87
2119
$5K ﹤0.01%
388
2120
$5K ﹤0.01%
+500
2121
$5K ﹤0.01%
89
2122
$5K ﹤0.01%
53
2123
$5K ﹤0.01%
1,600
2124
$5K ﹤0.01%
200
2125
$5K ﹤0.01%
+100