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
2926
$800 ﹤0.01%
41
2927
$794 ﹤0.01%
16
2928
$791 ﹤0.01%
12
2929
$787 ﹤0.01%
+24
2930
$773 ﹤0.01%
+64
2931
$772 ﹤0.01%
183
-99
2932
$771 ﹤0.01%
19
2933
$760 ﹤0.01%
40
+20
2934
$759 ﹤0.01%
+342
2935
$754 ﹤0.01%
12
2936
$750 ﹤0.01%
36
-10
2937
$740 ﹤0.01%
+151
2938
$733 ﹤0.01%
159
2939
$730 ﹤0.01%
+23
2940
$718 ﹤0.01%
5
2941
$713 ﹤0.01%
54
-296
2942
$708 ﹤0.01%
82
2943
$703 ﹤0.01%
+14
2944
$698 ﹤0.01%
15
2945
$694 ﹤0.01%
53
2946
$690 ﹤0.01%
20
-377
2947
$674 ﹤0.01%
99
2948
$671 ﹤0.01%
18
2949
$671 ﹤0.01%
+4
2950
$666 ﹤0.01%
19
-10
116 117
118
119 120