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
2776
$1.82K ﹤0.01%
274
-295
2777
$1.81K ﹤0.01%
165
2778
$1.81K ﹤0.01%
34
-53
2779
$1.8K ﹤0.01%
50
2780
$1.79K ﹤0.01%
44
+1
2781
$1.79K ﹤0.01%
53
2782
$1.79K ﹤0.01%
68
+8
2783
$1.78K ﹤0.01%
28
-43
2784
$1.76K ﹤0.01%
59
2785
$1.75K ﹤0.01%
+162
2786
$1.75K ﹤0.01%
600
-68
2787
$1.75K ﹤0.01%
80
-496
2788
$1.73K ﹤0.01%
2,500
2789
$1.73K ﹤0.01%
+5
2790
$1.73K ﹤0.01%
60
2791
$1.71K ﹤0.01%
+1,500
2792
$1.7K ﹤0.01%
132
2793
$1.68K ﹤0.01%
+162
2794
$1.68K ﹤0.01%
27
2795
$1.67K ﹤0.01%
38
2796
$1.67K ﹤0.01%
236
-38
2797
$1.66K ﹤0.01%
27
2798
$1.66K ﹤0.01%
480
2799
$1.66K ﹤0.01%
43
2800
$1.65K ﹤0.01%
100
-182