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
2751
$1.99K ﹤0.01%
52
2752
$1.97K ﹤0.01%
1,174
2753
$1.97K ﹤0.01%
77
2754
$1.96K ﹤0.01%
61
-62
2755
$1.95K ﹤0.01%
10
2756
$1.93K ﹤0.01%
+39
2757
$1.93K ﹤0.01%
103
+2
2758
$1.93K ﹤0.01%
42
2759
$1.93K ﹤0.01%
46
2760
$1.9K ﹤0.01%
20
-40
2761
$1.9K ﹤0.01%
418
-1,053
2762
$1.89K ﹤0.01%
40
-19
2763
$1.88K ﹤0.01%
400
-71
2764
$1.88K ﹤0.01%
+393
2765
$1.88K ﹤0.01%
14
2766
$1.87K ﹤0.01%
101
2767
$1.87K ﹤0.01%
+171
2768
$1.86K ﹤0.01%
+13
2769
$1.86K ﹤0.01%
40
+1
2770
$1.85K ﹤0.01%
125
2771
$1.85K ﹤0.01%
98
+16
2772
$1.85K ﹤0.01%
28
2773
$1.85K ﹤0.01%
22
+10
2774
$1.85K ﹤0.01%
60
+5
2775
$1.85K ﹤0.01%
243
109 110
111
112 113