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
2301
$3K ﹤0.01%
35
-67
2302
$3K ﹤0.01%
40
2303
$3K ﹤0.01%
53
2304
$3K ﹤0.01%
312
-47
2305
$3K ﹤0.01%
48
-84
2306
$3K ﹤0.01%
97
2307
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198
-143
2308
$3K ﹤0.01%
39
-3
2309
$3K ﹤0.01%
56
+23
2310
$3K ﹤0.01%
52
-9
2311
$3K ﹤0.01%
74
2312
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232
2313
$3K ﹤0.01%
+162
2314
$3K ﹤0.01%
80
-73
2315
$3K ﹤0.01%
50
-250
2316
$3K ﹤0.01%
31
2317
$3K ﹤0.01%
292
2318
$3K ﹤0.01%
57
-140
2319
$3K ﹤0.01%
39
2320
$3K ﹤0.01%
35
+19
2321
$3K ﹤0.01%
107
2322
$3K ﹤0.01%
40
-1
2323
$3K ﹤0.01%
100
2324
$3K ﹤0.01%
+85
2325
$3K ﹤0.01%
155
-7
91 92
93
94 95