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
2226
$4K ﹤0.01%
+125
2227
$4K ﹤0.01%
68
2228
$4K ﹤0.01%
51
+2
2229
$4K ﹤0.01%
117
+56
2230
$4K ﹤0.01%
87
+62
2231
$4K ﹤0.01%
884
+144
2232
$4K ﹤0.01%
95
-65
2233
$4K ﹤0.01%
+161
2234
$4K ﹤0.01%
45
-30
2235
$4K ﹤0.01%
156
+40
2236
$4K ﹤0.01%
48
+8
2237
$4K ﹤0.01%
60
2238
$4K ﹤0.01%
+84
2239
$4K ﹤0.01%
+123
2240
$4K ﹤0.01%
92
-27
2241
$4K ﹤0.01%
+42
2242
$4K ﹤0.01%
13
+10
2243
$4K ﹤0.01%
269
2244
$4K ﹤0.01%
153
-22
2245
$4K ﹤0.01%
63
+13
2246
$4K ﹤0.01%
+53
2247
$4K ﹤0.01%
22
-2
2248
$4K ﹤0.01%
150
2249
$4K ﹤0.01%
+26
2250
$4K ﹤0.01%
134
88 89
90
91 92