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
2676
$2.7K ﹤0.01%
297
2677
$2.69K ﹤0.01%
317
-269
2678
$2.66K ﹤0.01%
+111
2679
$2.66K ﹤0.01%
25
2680
$2.65K ﹤0.01%
122
+98
2681
$2.64K ﹤0.01%
65
-3,649
2682
$2.64K ﹤0.01%
39
2683
$2.64K ﹤0.01%
+186
2684
$2.63K ﹤0.01%
47
-414
2685
$2.6K ﹤0.01%
25
2686
$2.6K ﹤0.01%
159
+110
2687
$2.6K ﹤0.01%
285
-195
2688
$2.6K ﹤0.01%
300
2689
$2.57K ﹤0.01%
908
-215
2690
$2.55K ﹤0.01%
85
2691
$2.54K ﹤0.01%
88
-200
2692
$2.54K ﹤0.01%
38
2693
$2.54K ﹤0.01%
363
+49
2694
$2.52K ﹤0.01%
292
2695
$2.51K ﹤0.01%
+300
2696
$2.5K ﹤0.01%
819
2697
$2.49K ﹤0.01%
+300
2698
$2.49K ﹤0.01%
25
-3,093
2699
$2.48K ﹤0.01%
201
2700
$2.48K ﹤0.01%
61
-122
106 107
108
109 110