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
$4.92B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,305
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$19.8M
3
+$13.8M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
TSLA icon
Tesla
TSLA
+$10.6M

Top Sells

1
+$10.8M
2
+$9.45M
3
+$4.42M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.39M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.03M

Sector Composition

1 Technology 9.83%
2 Financials 4.07%
3 Consumer Discretionary 3.82%
4 Healthcare 3.31%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.03%
21,834
+280
227
$1.43M 0.03%
57,269
228
$1.43M 0.03%
6,301
-1,203
229
$1.42M 0.03%
18,094
+2,964
230
$1.4M 0.03%
39,439
+728
231
$1.39M 0.03%
43,457
-695
232
$1.39M 0.03%
1,762
+77
233
$1.38M 0.03%
32,305
+263
234
$1.37M 0.03%
346
+76
235
$1.36M 0.03%
6,696
-25
236
$1.35M 0.03%
12,286
+165
237
$1.35M 0.03%
11,444
-72
238
$1.35M 0.03%
50,649
+2,073
239
$1.35M 0.03%
14,560
-1,083
240
$1.34M 0.03%
9,529
-279
241
$1.33M 0.03%
4,925
+91
242
$1.32M 0.03%
12,133
-232
243
$1.32M 0.03%
24,905
+2,570
244
$1.31M 0.03%
34,034
+2,535
245
$1.31M 0.03%
10,135
-518
246
$1.3M 0.03%
33,760
+1,059
247
$1.29M 0.03%
17,175
+249
248
$1.29M 0.03%
18,729
-3,663
249
$1.28M 0.03%
39,562
-1,772
250
$1.27M 0.03%
36,625
-30
8 9
10
11 12