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
2651
$3K ﹤0.01%
97
+29
2652
$2.98K ﹤0.01%
350
2653
$2.93K ﹤0.01%
198
-355
2654
$2.91K ﹤0.01%
301
-548
2655
$2.91K ﹤0.01%
74
2656
$2.9K ﹤0.01%
111
-9
2657
$2.9K ﹤0.01%
144
-32
2658
$2.89K ﹤0.01%
2,050
-133
2659
$2.89K ﹤0.01%
117
-11
2660
$2.88K ﹤0.01%
+510
2661
$2.86K ﹤0.01%
162
2662
$2.84K ﹤0.01%
326
2663
$2.83K ﹤0.01%
525
+328
2664
$2.81K ﹤0.01%
349
-314
2665
$2.81K ﹤0.01%
52
+27
2666
$2.8K ﹤0.01%
229
2667
$2.77K ﹤0.01%
97
-257
2668
$2.76K ﹤0.01%
45
2669
$2.76K ﹤0.01%
102
+57
2670
$2.75K ﹤0.01%
63
2671
$2.74K ﹤0.01%
94
+58
2672
$2.73K ﹤0.01%
145
-30
2673
$2.73K ﹤0.01%
228
-15
2674
$2.72K ﹤0.01%
135
+120
2675
$2.72K ﹤0.01%
134
-18
105 106
107
108 109