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
3051
$166 ﹤0.01%
1
-62
3052
$164 ﹤0.01%
21
-103
3053
$164 ﹤0.01%
2
-4,769
3054
$163 ﹤0.01%
23
3055
$156 ﹤0.01%
19
3056
$155 ﹤0.01%
10
3057
$151 ﹤0.01%
+27
3058
$151 ﹤0.01%
48
-572
3059
$148 ﹤0.01%
24
3060
$141 ﹤0.01%
13
3061
$138 ﹤0.01%
8
3062
$133 ﹤0.01%
115
+15
3063
$126 ﹤0.01%
27
-379
3064
$119 ﹤0.01%
10
-3
3065
$110 ﹤0.01%
6
+1
3066
$104 ﹤0.01%
10
3067
$101 ﹤0.01%
302
3068
$94 ﹤0.01%
16
-1
3069
$84 ﹤0.01%
5
3070
$83 ﹤0.01%
3
3071
$67 ﹤0.01%
5
3072
$64 ﹤0.01%
3
-147
3073
$63 ﹤0.01%
1
-10
3074
$61 ﹤0.01%
+3
3075
$54 ﹤0.01%
+50
121 122
123
124 125