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
426
$657K 0.01%
6,777
+108
427
$656K 0.01%
14,766
+520
428
$655K 0.01%
17,277
429
$654K 0.01%
468
+41
430
$647K 0.01%
32,999
+6,233
431
$642K 0.01%
20,639
+15,271
432
$639K 0.01%
18,309
-1,339
433
$638K 0.01%
27,812
+258
434
$636K 0.01%
55,689
+13,902
435
$631K 0.01%
19,991
-591
436
$629K 0.01%
4,562
-66
437
$629K 0.01%
37,696
-466
438
$627K 0.01%
13,880
+678
439
$621K 0.01%
7,610
+565
440
$621K 0.01%
16,373
+261
441
$617K 0.01%
6,132
+357
442
$616K 0.01%
11,748
-19
443
$614K 0.01%
2,741
-116
444
$613K 0.01%
17,511
-150
445
$606K 0.01%
41,817
+347
446
$605K 0.01%
13,717
+1,141
447
$601K 0.01%
18,661
-907
448
$600K 0.01%
1,395
-48
449
$598K 0.01%
20,867
-16
450
$596K 0.01%
103,146
+1,772
16 17
18
19 20