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
2626
$3.28K ﹤0.01%
124
+16
2627
$3.27K ﹤0.01%
84
-1
2628
$3.27K ﹤0.01%
100
2629
$3.27K ﹤0.01%
670
+505
2630
$3.26K ﹤0.01%
35
2631
$3.25K ﹤0.01%
51
2632
$3.21K ﹤0.01%
+150
2633
$3.2K ﹤0.01%
123
-21
2634
$3.18K ﹤0.01%
1,000
2635
$3.17K ﹤0.01%
+98
2636
$3.17K ﹤0.01%
121
+100
2637
$3.17K ﹤0.01%
442
+117
2638
$3.16K ﹤0.01%
34
2639
$3.15K ﹤0.01%
147
2640
$3.14K ﹤0.01%
602
2641
$3.13K ﹤0.01%
92
2642
$3.13K ﹤0.01%
28
2643
$3.1K ﹤0.01%
+131
2644
$3.08K ﹤0.01%
120
2645
$3.06K ﹤0.01%
41
-45
2646
$3.05K ﹤0.01%
106
-14
2647
$3.05K ﹤0.01%
33
+1
2648
$3.02K ﹤0.01%
+107
2649
$3.02K ﹤0.01%
+102
2650
$3.02K ﹤0.01%
72