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
2401
$3K ﹤0.01%
71
2402
$3K ﹤0.01%
112
-37
2403
$3K ﹤0.01%
184
2404
$3K ﹤0.01%
323
2405
$3K ﹤0.01%
5
+2
2406
$3K ﹤0.01%
44
2407
$3K ﹤0.01%
77
2408
$3K ﹤0.01%
76
2409
$3K ﹤0.01%
300
2410
$3K ﹤0.01%
+600
2411
$3K ﹤0.01%
18
-16
2412
$3K ﹤0.01%
37
2413
$3K ﹤0.01%
65
2414
$3K ﹤0.01%
+150
2415
$3K ﹤0.01%
112
2416
$3K ﹤0.01%
+63
2417
$2K ﹤0.01%
+1,283
2418
$2K ﹤0.01%
82
+26
2419
$2K ﹤0.01%
121
-602
2420
$2K ﹤0.01%
+60
2421
$2K ﹤0.01%
77
2422
$2K ﹤0.01%
+76
2423
$2K ﹤0.01%
57
2424
$2K ﹤0.01%
26
2425
$2K ﹤0.01%
39
95 96
97
98 99