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
251
$1.27M 0.03%
10,845
+447
252
$1.27M 0.03%
27,830
+2,019
253
$1.26M 0.03%
7,457
+24
254
$1.26M 0.03%
271,452
+16,132
255
$1.25M 0.03%
9,022
+67
256
$1.23M 0.03%
9,267
-198
257
$1.23M 0.03%
34,094
-224
258
$1.23M 0.02%
19,439
+3,338
259
$1.22M 0.02%
20,691
-7,520
260
$1.22M 0.02%
3,117
+2,144
261
$1.2M 0.02%
38,231
-1,423
262
$1.19M 0.02%
19,616
+425
263
$1.18M 0.02%
5,908
+363
264
$1.18M 0.02%
3,954
-36
265
$1.18M 0.02%
3,153
+1,128
266
$1.17M 0.02%
23,971
+1,032
267
$1.17M 0.02%
5,665
+1,400
268
$1.17M 0.02%
8,560
+375
269
$1.17M 0.02%
24,280
+17
270
$1.16M 0.02%
45,820
+5,821
271
$1.15M 0.02%
4,839
+298
272
$1.13M 0.02%
2,776
-42
273
$1.13M 0.02%
2,009
+47
274
$1.13M 0.02%
380
-2
275
$1.12M 0.02%
36,272
+11,319
9 10
11
12 13