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
651
$311K 0.01%
806
-84
652
$310K 0.01%
8,504
-90
653
$310K 0.01%
62,799
-11,435
654
$309K 0.01%
938
-68
655
$309K 0.01%
2,794
+133
656
$309K 0.01%
10,790
-44
657
$307K 0.01%
3,130
-97
658
$306K 0.01%
3,723
+1,543
659
$306K 0.01%
52,159
-1,450
660
$305K 0.01%
1,928
+23
661
$304K 0.01%
655
+98
662
$302K 0.01%
5,402
-53
663
$301K 0.01%
7,121
-37
664
$300K 0.01%
17,733
-639,576
665
$300K 0.01%
6,892
+22
666
$300K 0.01%
11,380
-1,580
667
$299K 0.01%
22,308
-1,554
668
$299K 0.01%
2,186
-458
669
$298K 0.01%
1,209
+6
670
$296K 0.01%
1,624
+73
671
$296K 0.01%
3,083
+22
672
$296K 0.01%
943
+38
673
$296K 0.01%
7,794
+2,604
674
$295K 0.01%
1,713
-15
675
$291K 0.01%
6,614
-372
25 26
27
28 29