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
376
$768K 0.02%
281,153
+11,560
377
$765K 0.02%
13,185
+349
378
$765K 0.02%
3,298
+1,310
379
$759K 0.02%
3,371
+134
380
$757K 0.02%
11,387
+270
381
$757K 0.02%
4,985
-117
382
$750K 0.02%
7,513
+371
383
$746K 0.02%
19,007
384
$741K 0.02%
5,823
+5
385
$732K 0.01%
6,955
+460
386
$731K 0.01%
4,384
+122
387
$730K 0.01%
12,147
388
$729K 0.01%
23,664
+221
389
$720K 0.01%
5,717
-201
390
$720K 0.01%
8,581
+123
391
$714K 0.01%
66,697
+6,221
392
$712K 0.01%
2,427
+607
393
$712K 0.01%
7,710
+276
394
$707K 0.01%
12,196
-47
395
$705K 0.01%
3,153
-278
396
$704K 0.01%
4,988
+300
397
$703K 0.01%
29,632
-1,370
398
$701K 0.01%
2,895
-128
399
$700K 0.01%
11,111
+104
400
$698K 0.01%
1,432
+173
14 15
16
17 18