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
276
$1.12M 0.02%
22,467
-421
277
$1.11M 0.02%
1,231
-101
278
$1.11M 0.02%
2,866
+107
279
$1.1M 0.02%
109,672
+993
280
$1.1M 0.02%
12,292
+1,971
281
$1.09M 0.02%
9,641
-128
282
$1.08M 0.02%
25,487
+335
283
$1.08M 0.02%
9,112
+57
284
$1.08M 0.02%
2,526
+230
285
$1.07M 0.02%
6,913
+77
286
$1.07M 0.02%
13,053
-219
287
$1.07M 0.02%
9,041
+495
288
$1.06M 0.02%
11,600
+714
289
$1.06M 0.02%
11,887
+235
290
$1.06M 0.02%
5,215
+756
291
$1.05M 0.02%
8,135
+361
292
$1.04M 0.02%
55,468
+6,484
293
$1.04M 0.02%
6,922
+129
294
$1.04M 0.02%
27,313
295
$1.03M 0.02%
5,908
+508
296
$1.03M 0.02%
8,341
+36
297
$1.03M 0.02%
45,945
+1,269
298
$1.02M 0.02%
10,425
+482
299
$1.02M 0.02%
8,078
+154
300
$1.01M 0.02%
26,530
+402
10 11
12
13 14