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
2551
$4.4K ﹤0.01%
192
-16
2552
$4.39K ﹤0.01%
113
+109
2553
$4.38K ﹤0.01%
+156
2554
$4.34K ﹤0.01%
264
-10
2555
$4.34K ﹤0.01%
+75
2556
$4.34K ﹤0.01%
36
-18
2557
$4.34K ﹤0.01%
60
-9
2558
$4.34K ﹤0.01%
243
-224
2559
$4.34K ﹤0.01%
225
+73
2560
$4.33K ﹤0.01%
331
-217
2561
$4.32K ﹤0.01%
68
-5
2562
$4.32K ﹤0.01%
104
2563
$4.3K ﹤0.01%
524
2564
$4.28K ﹤0.01%
+95
2565
$4.27K ﹤0.01%
110
-113
2566
$4.27K ﹤0.01%
309
-139
2567
$4.26K ﹤0.01%
72
+45
2568
$4.25K ﹤0.01%
130
+88
2569
$4.17K ﹤0.01%
283
-90
2570
$4.16K ﹤0.01%
178
+107
2571
$4.12K ﹤0.01%
350
+152
2572
$4.1K ﹤0.01%
224
-583
2573
$4.07K ﹤0.01%
+624
2574
$4.05K ﹤0.01%
96
+9
2575
$4.04K ﹤0.01%
407