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
401
$697K 0.01%
3,829
402
$697K 0.01%
4,596
-52
403
$694K 0.01%
2,805
+55
404
$693K 0.01%
3,577
-48
405
$691K 0.01%
4,329
-468
406
$691K 0.01%
2,322
407
$688K 0.01%
1,167
-10
408
$687K 0.01%
2,548
+16
409
$686K 0.01%
24,134
+768
410
$683K 0.01%
3,788
+91
411
$681K 0.01%
6,181
+119
412
$679K 0.01%
9,682
+467
413
$679K 0.01%
6,245
+53
414
$675K 0.01%
2,451
-152
415
$671K 0.01%
2,977
+239
416
$671K 0.01%
27,738
+2,713
417
$669K 0.01%
12,380
+110
418
$668K 0.01%
16,842
-785
419
$668K 0.01%
4,892
-607
420
$666K 0.01%
6,470
-339
421
$666K 0.01%
4,246
+192
422
$665K 0.01%
11,724
-70
423
$662K 0.01%
8,080
-430
424
$659K 0.01%
7,232
+172
425
$658K 0.01%
74,131
+29,842
15 16
17
18 19