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
2326
$3K ﹤0.01%
+162
2327
$3K ﹤0.01%
80
-73
2328
$3K ﹤0.01%
50
-250
2329
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31
2330
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292
2331
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57
-140
2332
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39
2333
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35
+19
2334
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107
2335
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40
-1
2336
$3K ﹤0.01%
100
2337
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+85
2338
$3K ﹤0.01%
155
-7
2339
$3K ﹤0.01%
64
-23
2340
$3K ﹤0.01%
120
-57
2341
$3K ﹤0.01%
+68
2342
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69
2343
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48
-25
2344
$3K ﹤0.01%
77
+60
2345
$3K ﹤0.01%
16
-3
2346
$3K ﹤0.01%
117
2347
$3K ﹤0.01%
86
2348
$3K ﹤0.01%
349
2349
$3K ﹤0.01%
201
2350
$3K ﹤0.01%
30
92 93
94
95 96