S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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%
+50
2302
$3K ﹤0.01%
99
2303
$3K ﹤0.01%
118
2304
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183
2305
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124
2306
$3K ﹤0.01%
26
2307
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220
-44
2308
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43
2309
$3K ﹤0.01%
357
2310
$3K ﹤0.01%
235
2311
$3K ﹤0.01%
79
2312
$3K ﹤0.01%
+300
2313
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26
2314
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100
2315
$3K ﹤0.01%
32
2316
$3K ﹤0.01%
53
2317
$3K ﹤0.01%
312
-47
2318
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48
-84
2319
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97
2320
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198
-143
2321
$3K ﹤0.01%
39
-3
2322
$3K ﹤0.01%
56
+23
2323
$3K ﹤0.01%
52
-9
2324
$3K ﹤0.01%
74
2325
$3K ﹤0.01%
232
91 92
93
94 95