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
2426
$2K ﹤0.01%
214
2427
$2K ﹤0.01%
547
-597
2428
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47
2429
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500
2430
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+2
2431
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+20
2432
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66
2433
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+201
2434
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127
2435
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47
-40
2436
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85
2437
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+200
2438
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57
+36
2439
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65
-9
2440
$2K ﹤0.01%
289
+227
2441
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55
2442
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11
+5
2443
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128
-25
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32
+21
2445
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+30
2446
$2K ﹤0.01%
+200
2447
$2K ﹤0.01%
110
-7
2448
$2K ﹤0.01%
123
+18
2449
$2K ﹤0.01%
19
-15
2450
$2K ﹤0.01%
49
-10
96 97
98
99 100