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
2426
$2K ﹤0.01%
39
2427
$2K ﹤0.01%
26
2428
$2K ﹤0.01%
57
2429
$2K ﹤0.01%
+76
2430
$2K ﹤0.01%
77
2431
$2K ﹤0.01%
+60
2432
$2K ﹤0.01%
121
-602
2433
$2K ﹤0.01%
82
+26
2434
$2K ﹤0.01%
+1,283
2435
$2K ﹤0.01%
49
-10
2436
$2K ﹤0.01%
53
2437
$2K ﹤0.01%
123
2438
$2K ﹤0.01%
98
2439
$2K ﹤0.01%
31
2440
$2K ﹤0.01%
37
2441
$2K ﹤0.01%
47
2442
$2K ﹤0.01%
92
2443
$2K ﹤0.01%
13
-1
2444
$2K ﹤0.01%
20
-13
2445
$2K ﹤0.01%
54
2446
$2K ﹤0.01%
9
-3
2447
$2K ﹤0.01%
155
-18
2448
$2K ﹤0.01%
76
2449
$2K ﹤0.01%
100
-26
2450
$2K ﹤0.01%
30
96 97
98
99 100