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
626
$335K 0.01%
6,004
627
$334K 0.01%
8,953
-474
628
$333K 0.01%
1,114
-230
629
$332K 0.01%
4,700
630
$332K 0.01%
2,058
-684
631
$331K 0.01%
17,667
+4,864
632
$330K 0.01%
6,807
-73
633
$325K 0.01%
46,694
-430
634
$325K 0.01%
195,685
635
$324K 0.01%
4,107
+241
636
$323K 0.01%
1,883
+140
637
$322K 0.01%
7,690
-1,451
638
$321K 0.01%
3,006
-646
639
$320K 0.01%
11,624
-406
640
$320K 0.01%
1,121
-3
641
$320K 0.01%
34,374
642
$319K 0.01%
101
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643
$319K 0.01%
4,500
-80
644
$319K 0.01%
3,667
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645
$317K 0.01%
1,233
-64
646
$316K 0.01%
1,157
+127
647
$316K 0.01%
1,528
+40
648
$316K 0.01%
12,735
+4,181
649
$315K 0.01%
3,769
+39
650
$311K 0.01%
2,803
+49
24 25
26
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