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
2201
$4K ﹤0.01%
77
+62
2202
$4K ﹤0.01%
62
2203
$4K ﹤0.01%
132
+75
2204
$4K ﹤0.01%
99
2205
$4K ﹤0.01%
+44
2206
$4K ﹤0.01%
+71
2207
$4K ﹤0.01%
+50
2208
$4K ﹤0.01%
+300
2209
$4K ﹤0.01%
287
2210
$4K ﹤0.01%
123
+100
2211
$4K ﹤0.01%
283
2212
$4K ﹤0.01%
69
+5
2213
$4K ﹤0.01%
+73
2214
$4K ﹤0.01%
86
+30
2215
$4K ﹤0.01%
130
+89
2216
$4K ﹤0.01%
+302
2217
$4K ﹤0.01%
+200
2218
$4K ﹤0.01%
67
+57
2219
$4K ﹤0.01%
+54
2220
$4K ﹤0.01%
39
2221
$4K ﹤0.01%
99
+45
2222
$4K ﹤0.01%
276
+150
2223
$4K ﹤0.01%
44
2224
$4K ﹤0.01%
169
2225
$4K ﹤0.01%
66
+11
87 88
89
90 91