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
26
$28.4M 0.58%
69,901
+1,868
27
$28M 0.57%
55,469
+2,549
28
$23.4M 0.48%
25,829
+302
29
$20.5M 0.42%
103,348
+53,785
30
$17M 0.35%
49,364
+1,701
31
$15.6M 0.32%
307,811
-186,945
32
$15.2M 0.31%
56,868
+1,923
33
$15.1M 0.31%
74,745
+2,916
34
$15M 0.3%
61,868
-3,262
35
$12.5M 0.25%
77,960
+4,060
36
$11.8M 0.24%
102,857
+21,824
37
$11.3M 0.23%
61,490
-326
38
$11.2M 0.23%
78,331
+1,763
39
$10.8M 0.22%
205,320
-1,169
40
$10.7M 0.22%
65,106
+3,745
41
$10.5M 0.21%
12,400
+231
42
$10.5M 0.21%
39,940
+800
43
$10.4M 0.21%
20,403
+128
44
$10.2M 0.21%
58,599
+284
45
$10.1M 0.2%
148,689
+6,550
46
$9.23M 0.19%
20,920
-157
47
$8.61M 0.17%
83,192
-1,187
48
$8.6M 0.17%
127,380
+1,350
49
$8.38M 0.17%
48,837
+628
50
$8M 0.16%
168,591
-436
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