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
2376
$3K ﹤0.01%
+472
2377
$3K ﹤0.01%
57
-15
2378
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+100
2379
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+733
2380
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+114
2381
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25
2382
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163
2383
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36
-5
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172
-87
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19
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2389
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99
2390
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45
2391
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+42
2392
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35
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40
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123
+95
2396
$3K ﹤0.01%
308
2397
$3K ﹤0.01%
132
2398
$3K ﹤0.01%
22
+2
2399
$3K ﹤0.01%
27
2400
$3K ﹤0.01%
66
-8
94 95
96
97 98