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
451
$594K 0.01%
47,369
-2,283
452
$593K 0.01%
3,903
+197
453
$589K 0.01%
4,559
+818
454
$582K 0.01%
4,290
-30
455
$579K 0.01%
8,860
+1,751
456
$576K 0.01%
4,133
+261
457
$569K 0.01%
17,592
+11,674
458
$569K 0.01%
16,011
+399
459
$563K 0.01%
1,168
-62
460
$562K 0.01%
1,252
-170
461
$559K 0.01%
8,369
-543
462
$558K 0.01%
7,934
+1,379
463
$558K 0.01%
3,356
-235
464
$558K 0.01%
26,344
+3,949
465
$552K 0.01%
8,915
+1,654
466
$552K 0.01%
19,315
+2,610
467
$551K 0.01%
14,851
+2,345
468
$547K 0.01%
20,808
-115
469
$546K 0.01%
2,457
-130
470
$546K 0.01%
8,024
-405
471
$543K 0.01%
20,786
+8
472
$541K 0.01%
658
+37
473
$539K 0.01%
50,109
+8,710
474
$539K 0.01%
1,718
+373
475
$528K 0.01%
7,396
+1,844
17 18
19
20 21