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
326
$945K 0.02%
4,808
-328
327
$940K 0.02%
24,192
+2,933
328
$936K 0.02%
7,421
-455
329
$933K 0.02%
730
+54
330
$931K 0.02%
8,439
-117
331
$920K 0.02%
7,096
-177
332
$919K 0.02%
7,027
+283
333
$916K 0.02%
15,196
+112
334
$912K 0.02%
18,621
+3,709
335
$909K 0.02%
11,892
+32
336
$905K 0.02%
16,468
-3,083
337
$900K 0.02%
11,230
-331
338
$899K 0.02%
212,536
+20,040
339
$894K 0.02%
3,229
+104
340
$889K 0.02%
16,410
-421
341
$886K 0.02%
22,817
+679
342
$885K 0.02%
5,013
-329
343
$882K 0.02%
6,077
+97
344
$874K 0.02%
19,902
-197
345
$871K 0.02%
1,511
346
$866K 0.02%
5,962
+137
347
$865K 0.02%
16,311
-14
348
$862K 0.02%
12,287
-134
349
$857K 0.02%
18,288
+376
350
$854K 0.02%
17,825
+1,074
12 13
14
15 16