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
2526
$4.8K ﹤0.01%
23
-5
2527
$4.8K ﹤0.01%
209
+117
2528
$4.78K ﹤0.01%
+221
2529
$4.75K ﹤0.01%
260
+151
2530
$4.74K ﹤0.01%
588
+336
2531
$4.72K ﹤0.01%
135
+133
2532
$4.71K ﹤0.01%
15
-26
2533
$4.68K ﹤0.01%
85
2534
$4.68K ﹤0.01%
222
2535
$4.67K ﹤0.01%
650
2536
$4.67K ﹤0.01%
210
2537
$4.63K ﹤0.01%
145
2538
$4.63K ﹤0.01%
163
2539
$4.63K ﹤0.01%
125
+6
2540
$4.63K ﹤0.01%
126
-5
2541
$4.61K ﹤0.01%
100
2542
$4.56K ﹤0.01%
150
2543
$4.56K ﹤0.01%
87
2544
$4.56K ﹤0.01%
100
+32
2545
$4.51K ﹤0.01%
75
2546
$4.51K ﹤0.01%
+100
2547
$4.5K ﹤0.01%
111
+8
2548
$4.48K ﹤0.01%
1,065
-871
2549
$4.48K ﹤0.01%
267
-36
2550
$4.41K ﹤0.01%
163
100 101
102
103 104