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
2476
$5.47K ﹤0.01%
96
2477
$5.46K ﹤0.01%
75
-45
2478
$5.46K ﹤0.01%
243
2479
$5.45K ﹤0.01%
248
2480
$5.4K ﹤0.01%
123
-771
2481
$5.4K ﹤0.01%
114
2482
$5.38K ﹤0.01%
155
-42
2483
$5.37K ﹤0.01%
173
+73
2484
$5.36K ﹤0.01%
236
-41
2485
$5.36K ﹤0.01%
1,999
-2,552
2486
$5.32K ﹤0.01%
278
-1,180
2487
$5.3K ﹤0.01%
+368
2488
$5.3K ﹤0.01%
+146
2489
$5.28K ﹤0.01%
457
2490
$5.27K ﹤0.01%
85
2491
$5.25K ﹤0.01%
574
+88
2492
$5.24K ﹤0.01%
+307
2493
$5.23K ﹤0.01%
434
+120
2494
$5.2K ﹤0.01%
104
2495
$5.19K ﹤0.01%
+139
2496
$5.18K ﹤0.01%
84
2497
$5.18K ﹤0.01%
150
2498
$5.17K ﹤0.01%
1,735
2499
$5.15K ﹤0.01%
130
-97
2500
$5.14K ﹤0.01%
+1,000