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
476
$528K 0.01%
23,779
+466
477
$528K 0.01%
3,147
+2,845
478
$526K 0.01%
9,119
+1,325
479
$524K 0.01%
5,441
+712
480
$523K 0.01%
16,215
481
$520K 0.01%
3,269
+146
482
$519K 0.01%
32,537
+2,465
483
$517K 0.01%
7,019
-59
484
$515K 0.01%
3,123
+160
485
$513K 0.01%
2,427
-220
486
$513K 0.01%
15,183
-27
487
$512K 0.01%
6,918
-13
488
$511K 0.01%
6,723
+413
489
$511K 0.01%
3,397
+198
490
$507K 0.01%
7,857
-763
491
$504K 0.01%
46,159
+262
492
$502K 0.01%
51,974
+1,122
493
$501K 0.01%
12,179
-772
494
$500K 0.01%
16,633
-2,188
495
$499K 0.01%
19,263
-855
496
$499K 0.01%
9,624
-3,816
497
$499K 0.01%
5,716
-104
498
$499K 0.01%
3,997
-591
499
$499K 0.01%
16,338
+732
500
$498K 0.01%
15,458
+2,718
18 19
20
21 22