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
526
$456K 0.01%
35,241
-14,900
527
$454K 0.01%
9,616
-15
528
$453K 0.01%
12,424
+314
529
$453K 0.01%
6,367
-787
530
$450K 0.01%
3,772
+234
531
$447K 0.01%
2,547
+18
532
$445K 0.01%
6,493
-348
533
$444K 0.01%
9,454
+174
534
$442K 0.01%
14,324
535
$441K 0.01%
4,275
-2
536
$441K 0.01%
7,960
+522
537
$441K 0.01%
3,826
+408
538
$438K 0.01%
1,763
-6
539
$437K 0.01%
8,027
-459
540
$436K 0.01%
5,560
+524
541
$435K 0.01%
9,504
+380
542
$435K 0.01%
16,373
-5,930
543
$432K 0.01%
2,781
+384
544
$428K 0.01%
8,507
+1,156
545
$426K 0.01%
16,768
+119
546
$425K 0.01%
12,461
547
$423K 0.01%
4,443
+234
548
$422K 0.01%
5,684
-99
549
$422K 0.01%
52,494
+3,518
550
$421K 0.01%
4,729
+462
20 21
22
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