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
2851
$1.28K ﹤0.01%
27
2852
$1.28K ﹤0.01%
52
+1
2853
$1.28K ﹤0.01%
109
+4
2854
$1.25K ﹤0.01%
38
2855
$1.25K ﹤0.01%
1,000
2856
$1.24K ﹤0.01%
31
2857
$1.24K ﹤0.01%
110
-47
2858
$1.23K ﹤0.01%
181
2859
$1.23K ﹤0.01%
750
-62
2860
$1.23K ﹤0.01%
38
+32
2861
$1.23K ﹤0.01%
25
2862
$1.23K ﹤0.01%
14
2863
$1.22K ﹤0.01%
109
2864
$1.21K ﹤0.01%
547
2865
$1.2K ﹤0.01%
20
2866
$1.19K ﹤0.01%
17
2867
$1.19K ﹤0.01%
40
+25
2868
$1.17K ﹤0.01%
136
2869
$1.16K ﹤0.01%
+30
2870
$1.16K ﹤0.01%
115
+3
2871
$1.16K ﹤0.01%
+186
2872
$1.15K ﹤0.01%
+51
2873
$1.15K ﹤0.01%
53
2874
$1.14K ﹤0.01%
47
-22
2875
$1.14K ﹤0.01%
63
113 114
115
116 117