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
2701
$2.47K ﹤0.01%
127
-62
2702
$2.46K ﹤0.01%
+101
2703
$2.46K ﹤0.01%
200
2704
$2.46K ﹤0.01%
48
-132
2705
$2.44K ﹤0.01%
679
-141
2706
$2.43K ﹤0.01%
63
2707
$2.43K ﹤0.01%
175
-536
2708
$2.42K ﹤0.01%
38
2709
$2.41K ﹤0.01%
1,757
+1,095
2710
$2.4K ﹤0.01%
40
+14
2711
$2.4K ﹤0.01%
50
2712
$2.4K ﹤0.01%
113
+64
2713
$2.36K ﹤0.01%
182
2714
$2.35K ﹤0.01%
15
-2
2715
$2.34K ﹤0.01%
236
+102
2716
$2.33K ﹤0.01%
+73
2717
$2.33K ﹤0.01%
7,500
+5,000
2718
$2.33K ﹤0.01%
46
2719
$2.32K ﹤0.01%
100
2720
$2.32K ﹤0.01%
23
-2
2721
$2.3K ﹤0.01%
+126
2722
$2.29K ﹤0.01%
52
-55
2723
$2.28K ﹤0.01%
79
-60
2724
$2.27K ﹤0.01%
2,140
-656
2725
$2.26K ﹤0.01%
226
-24
107 108
109
110 111