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
701
$268K 0.01%
7,458
+1,291
702
$267K 0.01%
1,762
+112
703
$266K 0.01%
1,563
+91
704
$265K 0.01%
1,664
+16
705
$264K 0.01%
1,079
-4,995
706
$264K 0.01%
1,778
+377
707
$263K 0.01%
524
+80
708
$263K 0.01%
3,361
-986
709
$263K 0.01%
34,810
+1,155
710
$262K 0.01%
4,409
+71
711
$262K 0.01%
3,883
+3,641
712
$258K 0.01%
5,990
+40
713
$258K 0.01%
1,913
-1,326
714
$258K 0.01%
3,001
-38
715
$258K 0.01%
4,736
+188
716
$257K 0.01%
11,496
+338
717
$257K 0.01%
18,818
+3,018
718
$257K 0.01%
2,565
+95
719
$256K 0.01%
8,217
-201
720
$256K 0.01%
2,278
721
$256K 0.01%
25,000
722
$255K 0.01%
3,966
+537
723
$253K 0.01%
9,200
+704
724
$251K 0.01%
13,365
+705
725
$251K 0.01%
3,167
+153
27 28
29
30 31