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
2951
$649 ﹤0.01%
77
-86
2952
$641 ﹤0.01%
+234
2953
$640 ﹤0.01%
17
-4,536
2954
$629 ﹤0.01%
22
2955
$624 ﹤0.01%
120
-154
2956
$624 ﹤0.01%
26
2957
$620 ﹤0.01%
67
-3,474
2958
$616 ﹤0.01%
+85
2959
$606 ﹤0.01%
11
2960
$591 ﹤0.01%
13
2961
$590 ﹤0.01%
16
2962
$587 ﹤0.01%
91
2963
$585 ﹤0.01%
250
2964
$578 ﹤0.01%
375
2965
$572 ﹤0.01%
266
2966
$572 ﹤0.01%
36
-100
2967
$568 ﹤0.01%
4
+1
2968
$563 ﹤0.01%
+201
2969
$558 ﹤0.01%
24
2970
$556 ﹤0.01%
+17
2971
$555 ﹤0.01%
11
2972
$555 ﹤0.01%
20
2973
$552 ﹤0.01%
100
2974
$545 ﹤0.01%
171
-252
2975
$539 ﹤0.01%
110
117 118
119
120 121