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
2501
$5.13K ﹤0.01%
380
2502
$5.09K ﹤0.01%
232
2503
$5.08K ﹤0.01%
47
2504
$5.08K ﹤0.01%
657
-9,152
2505
$5.08K ﹤0.01%
399
+53
2506
$5.07K ﹤0.01%
+6,856
2507
$5.05K ﹤0.01%
134
-9
2508
$5.05K ﹤0.01%
+104
2509
$5.04K ﹤0.01%
222
2510
$5.03K ﹤0.01%
129
2511
$5.02K ﹤0.01%
101
+47
2512
$5.02K ﹤0.01%
227
-179
2513
$5K ﹤0.01%
602
2514
$4.99K ﹤0.01%
197
+94
2515
$4.96K ﹤0.01%
76
-7
2516
$4.94K ﹤0.01%
160
2517
$4.94K ﹤0.01%
527
-81
2518
$4.92K ﹤0.01%
260
+200
2519
$4.91K ﹤0.01%
+37
2520
$4.88K ﹤0.01%
138
-52
2521
$4.86K ﹤0.01%
226
+147
2522
$4.84K ﹤0.01%
446
+101
2523
$4.83K ﹤0.01%
49
-2
2524
$4.81K ﹤0.01%
390
+177
2525
$4.8K ﹤0.01%
1,690
-234
99 100
101
102 103