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
2726
$2.23K ﹤0.01%
67
-16
2727
$2.23K ﹤0.01%
89
-2
2728
$2.23K ﹤0.01%
+704
2729
$2.22K ﹤0.01%
751
-29
2730
$2.2K ﹤0.01%
30
+2
2731
$2.2K ﹤0.01%
24
2732
$2.2K ﹤0.01%
+26
2733
$2.19K ﹤0.01%
70
2734
$2.18K ﹤0.01%
95
2735
$2.18K ﹤0.01%
157
+4
2736
$2.17K ﹤0.01%
+58
2737
$2.17K ﹤0.01%
32
+10
2738
$2.12K ﹤0.01%
61
2739
$2.1K ﹤0.01%
40
+10
2740
$2.09K ﹤0.01%
334
2741
$2.09K ﹤0.01%
200
2742
$2.09K ﹤0.01%
60
2743
$2.06K ﹤0.01%
572
+303
2744
$2.06K ﹤0.01%
1,672
2745
$2.04K ﹤0.01%
58
2746
$2.03K ﹤0.01%
+27
2747
$2.02K ﹤0.01%
28
2748
$2.01K ﹤0.01%
+53
2749
$2.01K ﹤0.01%
229
-64
2750
$2.01K ﹤0.01%
71