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
2901
$976 ﹤0.01%
87
2902
$974 ﹤0.01%
150
2903
$967 ﹤0.01%
11
+5
2904
$961 ﹤0.01%
120
-286
2905
$944 ﹤0.01%
25
2906
$939 ﹤0.01%
+15
2907
$918 ﹤0.01%
299
-1,147
2908
$912 ﹤0.01%
17
2909
$911 ﹤0.01%
+32
2910
$892 ﹤0.01%
12
2911
$889 ﹤0.01%
92
-609
2912
$888 ﹤0.01%
41
+31
2913
$872 ﹤0.01%
+126
2914
$870 ﹤0.01%
21
-551
2915
$868 ﹤0.01%
72
2916
$865 ﹤0.01%
24
2917
$857 ﹤0.01%
172
+130
2918
$853 ﹤0.01%
+50
2919
$845 ﹤0.01%
22
2920
$833 ﹤0.01%
65
-124
2921
$819 ﹤0.01%
+92
2922
$813 ﹤0.01%
14
2923
$811 ﹤0.01%
1,031
2924
$808 ﹤0.01%
200
2925
$807 ﹤0.01%
53
-247
115 116
117
118 119