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
601
$361K 0.01%
10,804
+3,234
602
$360K 0.01%
2,776
+8
603
$358K 0.01%
203,590
+5,219
604
$358K 0.01%
3,062
-265
605
$354K 0.01%
1,795
-175
606
$353K 0.01%
5,967
-953
607
$353K 0.01%
3,650
-382
608
$353K 0.01%
1,748
+302
609
$352K 0.01%
12,533
610
$351K 0.01%
23,837
+2,419
611
$349K 0.01%
3,732
-349
612
$349K 0.01%
41,970
-31
613
$348K 0.01%
6,568
-133
614
$348K 0.01%
22,642
+69
615
$348K 0.01%
6,473
+400
616
$347K 0.01%
5,964
+154
617
$347K 0.01%
6,898
-570
618
$347K 0.01%
1,303
-139
619
$346K 0.01%
2,480
+148
620
$344K 0.01%
14,012
+308
621
$342K 0.01%
2,536
-78
622
$341K 0.01%
4,052
-395
623
$339K 0.01%
4,350
-62
624
$338K 0.01%
3,137
+56
625
$336K 0.01%
1,383
+284
23 24
25
26 27