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
2251
$4K ﹤0.01%
+800
2252
$4K ﹤0.01%
107
2253
$4K ﹤0.01%
109
2254
$4K ﹤0.01%
60
-11
2255
$4K ﹤0.01%
62
-19
2256
$4K ﹤0.01%
+417
2257
$4K ﹤0.01%
+80
2258
$4K ﹤0.01%
1,000
2259
$4K ﹤0.01%
+337
2260
$4K ﹤0.01%
88
-7
2261
$4K ﹤0.01%
+21
2262
$4K ﹤0.01%
170
2263
$4K ﹤0.01%
+60
2264
$4K ﹤0.01%
321
2265
$4K ﹤0.01%
102
-4
2266
$4K ﹤0.01%
+100
2267
$4K ﹤0.01%
36
+7
2268
$4K ﹤0.01%
+84
2269
$4K ﹤0.01%
+79
2270
$4K ﹤0.01%
+316
2271
$4K ﹤0.01%
69
-27
2272
$4K ﹤0.01%
72
-5
2273
$4K ﹤0.01%
237
+61
2274
$4K ﹤0.01%
52
2275
$4K ﹤0.01%
204
89 90
91
92 93