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
576
$397K 0.01%
24,089
+6,810
577
$396K 0.01%
2,229
-297
578
$395K 0.01%
24,344
+478
579
$392K 0.01%
1,569
-176
580
$392K 0.01%
9,198
-241
581
$390K 0.01%
43,081
+431
582
$389K 0.01%
2,726
+19
583
$388K 0.01%
3,941
+301
584
$387K 0.01%
6,422
+335
585
$386K 0.01%
101,999
+10,580
586
$384K 0.01%
113,645
+3,032
587
$383K 0.01%
7,169
-3,177
588
$381K 0.01%
7,483
+293
589
$379K 0.01%
9,929
-32
590
$375K 0.01%
2,724
+162
591
$373K 0.01%
6,775
-460
592
$372K 0.01%
13,785
-172
593
$370K 0.01%
18,607
-2,101
594
$369K 0.01%
19,214
-7,873
595
$366K 0.01%
2,171
-2,721
596
$366K 0.01%
5,147
+41
597
$366K 0.01%
10,436
-18,172
598
$365K 0.01%
12,321
+406
599
$364K 0.01%
19,859
+8,306
600
$362K 0.01%
3,054
+113
22 23
24
25 26