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
2401
$3K ﹤0.01%
+63
2402
$3K ﹤0.01%
198
2403
$3K ﹤0.01%
+50
2404
$3K ﹤0.01%
99
2405
$3K ﹤0.01%
118
2406
$3K ﹤0.01%
183
2407
$3K ﹤0.01%
124
2408
$3K ﹤0.01%
26
2409
$3K ﹤0.01%
220
-44
2410
$3K ﹤0.01%
43
2411
$3K ﹤0.01%
357
2412
$3K ﹤0.01%
235
2413
$3K ﹤0.01%
79
2414
$3K ﹤0.01%
+300
2415
$3K ﹤0.01%
26
2416
$3K ﹤0.01%
+100
2417
$2K ﹤0.01%
120
-79
2418
$2K ﹤0.01%
71
-11
2419
$2K ﹤0.01%
271
2420
$2K ﹤0.01%
116
-350
2421
$2K ﹤0.01%
25
+16
2422
$2K ﹤0.01%
500
2423
$2K ﹤0.01%
47
2424
$2K ﹤0.01%
547
-597
2425
$2K ﹤0.01%
214
95 96
97
98 99