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
2126
$5K ﹤0.01%
64
+10
2127
$5K ﹤0.01%
+234
2128
$5K ﹤0.01%
64
2129
$5K ﹤0.01%
356
2130
$5K ﹤0.01%
158
+92
2131
$5K ﹤0.01%
55
+26
2132
$5K ﹤0.01%
+176
2133
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+50
2134
$5K ﹤0.01%
+267
2135
$5K ﹤0.01%
148
2136
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100
2137
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408
+155
2138
$5K ﹤0.01%
36
2139
$5K ﹤0.01%
134
-9
2140
$5K ﹤0.01%
33
+20
2141
$5K ﹤0.01%
74
+35
2142
$5K ﹤0.01%
+45
2143
$5K ﹤0.01%
271
-32
2144
$5K ﹤0.01%
26
-7
2145
$5K ﹤0.01%
53
-10
2146
$5K ﹤0.01%
209
2147
$5K ﹤0.01%
46
+33
2148
$5K ﹤0.01%
204
2149
$5K ﹤0.01%
232
2150
$5K ﹤0.01%
375
84 85
86
87 88