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
2326
$3K ﹤0.01%
120
-57
2327
$3K ﹤0.01%
+68
2328
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69
2329
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48
-25
2330
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77
+60
2331
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32
2332
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100
2333
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16
-3
2334
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2335
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86
2336
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349
2337
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2338
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30
2339
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2340
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+94
2341
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35
2342
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2343
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48
-15
2344
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260
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2346
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8
2347
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244
-2
2348
$3K ﹤0.01%
35
-24
2349
$3K ﹤0.01%
70
+10
2350
$3K ﹤0.01%
59
-7
92 93
94
95 96