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
2826
$1.43K ﹤0.01%
8
-7
2827
$1.42K ﹤0.01%
+11
2828
$1.4K ﹤0.01%
601
-3,657
2829
$1.4K ﹤0.01%
8
-2
2830
$1.4K ﹤0.01%
55
2831
$1.38K ﹤0.01%
8
-10
2832
$1.38K ﹤0.01%
252
+222
2833
$1.36K ﹤0.01%
42
-29
2834
$1.36K ﹤0.01%
27
2835
$1.35K ﹤0.01%
361
2836
$1.35K ﹤0.01%
149
-3,959
2837
$1.35K ﹤0.01%
38
2838
$1.35K ﹤0.01%
228
+181
2839
$1.34K ﹤0.01%
129
-450
2840
$1.34K ﹤0.01%
60
2841
$1.33K ﹤0.01%
+45
2842
$1.33K ﹤0.01%
243
2843
$1.31K ﹤0.01%
191
+4
2844
$1.31K ﹤0.01%
40
2845
$1.31K ﹤0.01%
79
2846
$1.3K ﹤0.01%
+31
2847
$1.3K ﹤0.01%
79
2848
$1.3K ﹤0.01%
399
+301
2849
$1.29K ﹤0.01%
120
+95
2850
$1.29K ﹤0.01%
32
-150