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
551
$419K 0.01%
27,982
+1,731
552
$418K 0.01%
14,797
-31
553
$418K 0.01%
3,247
+766
554
$418K 0.01%
4,373
-537
555
$418K 0.01%
5,735
+147
556
$418K 0.01%
16,515
-163
557
$415K 0.01%
3,439
-165
558
$415K 0.01%
8,616
-542
559
$414K 0.01%
1,482
+82
560
$413K 0.01%
1,435
+175
561
$411K 0.01%
2,716
-137
562
$409K 0.01%
15,832
+3,622
563
$409K 0.01%
1,540
+10
564
$408K 0.01%
7,955
+841
565
$407K 0.01%
2,300
-285
566
$406K 0.01%
6,597
+168
567
$406K 0.01%
8,822
+1,399
568
$402K 0.01%
5,626
-409
569
$401K 0.01%
1,247
-16
570
$401K 0.01%
7,000
+2,280
571
$400K 0.01%
243
+4
572
$399K 0.01%
94,844
-1,720
573
$399K 0.01%
8,111
+1,029
574
$399K 0.01%
237
-17
575
$398K 0.01%
4,972
+48
21 22
23
24 25