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
2351
$3K ﹤0.01%
175
2352
$3K ﹤0.01%
11
-8
2353
$3K ﹤0.01%
43
2354
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39
2355
$3K ﹤0.01%
287
-87
2356
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128
+7
2357
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+28
2358
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88
-1
2359
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155
+6
2360
$3K ﹤0.01%
24
-17
2361
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96
2362
$3K ﹤0.01%
+40
2363
$3K ﹤0.01%
+472
2364
$3K ﹤0.01%
57
-15
2365
$3K ﹤0.01%
+100
2366
$3K ﹤0.01%
+733
2367
$3K ﹤0.01%
+114
2368
$3K ﹤0.01%
25
2369
$3K ﹤0.01%
163
2370
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36
-5
2371
$3K ﹤0.01%
14
2372
$3K ﹤0.01%
172
-87
2373
$3K ﹤0.01%
+83
2374
$3K ﹤0.01%
210
2375
$3K ﹤0.01%
19
-9
93 94
95
96 97