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
501
$497K 0.01%
17,357
-2,149
502
$495K 0.01%
9,179
-783
503
$494K 0.01%
18,613
+3,607
504
$486K 0.01%
5,610
+901
505
$483K 0.01%
15,364
+142
506
$481K 0.01%
34,248
+369
507
$481K 0.01%
22,308
+146
508
$480K 0.01%
5,356
+508
509
$479K 0.01%
5,349
+97
510
$479K 0.01%
4,405
+27
511
$478K 0.01%
47,853
+9,311
512
$475K 0.01%
877
+1
513
$475K 0.01%
13,719
-1,371
514
$474K 0.01%
2,579
-772
515
$472K 0.01%
4,934
+506
516
$472K 0.01%
2,018
+69
517
$470K 0.01%
23,472
+1,468
518
$468K 0.01%
18,000
+6,398
519
$464K 0.01%
6,792
+284
520
$462K 0.01%
5,742
+146
521
$460K 0.01%
4,937
+378
522
$459K 0.01%
34,790
+644
523
$458K 0.01%
3,146
-1,345
524
$457K 0.01%
3,100
-345
525
$456K 0.01%
20,495
-45
19 20
21
22 23