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
2576
$4.02K ﹤0.01%
+252
2577
$4.02K ﹤0.01%
58
+33
2578
$4.02K ﹤0.01%
100
+23
2579
$4.01K ﹤0.01%
509
+117
2580
$3.98K ﹤0.01%
222
-1,930
2581
$3.97K ﹤0.01%
297
-173
2582
$3.96K ﹤0.01%
210
+78
2583
$3.96K ﹤0.01%
379
+267
2584
$3.94K ﹤0.01%
469
-231
2585
$3.93K ﹤0.01%
100
2586
$3.92K ﹤0.01%
104
2587
$3.92K ﹤0.01%
250
2588
$3.9K ﹤0.01%
226
+2
2589
$3.89K ﹤0.01%
86
2590
$3.89K ﹤0.01%
242
+164
2591
$3.87K ﹤0.01%
1,100
2592
$3.87K ﹤0.01%
377
+162
2593
$3.86K ﹤0.01%
24
-1
2594
$3.86K ﹤0.01%
50
2595
$3.84K ﹤0.01%
400
2596
$3.83K ﹤0.01%
+971
2597
$3.83K ﹤0.01%
50
2598
$3.82K ﹤0.01%
104
-24
2599
$3.8K ﹤0.01%
114
2600
$3.79K ﹤0.01%
61
-43