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
51
$7.8M 0.16%
53,400
-8,426
52
$7.78M 0.16%
159,441
-11,250
53
$7.32M 0.15%
59,142
+3,826
54
$7.18M 0.15%
7,021
+221
55
$6.84M 0.14%
172,013
+706
56
$6.19M 0.13%
44,761
+40,057
57
$6.14M 0.12%
44,891
-1,123
58
$6.11M 0.12%
43,259
+1,621
59
$5.78M 0.12%
10,403
-199
60
$5.77M 0.12%
58,062
-411
61
$5.13M 0.1%
31,116
+987
62
$5.09M 0.1%
29,147
-330
63
$4.86M 0.1%
46,762
-171
64
$4.73M 0.1%
29,173
-470
65
$4.71M 0.1%
50,194
66
$4.69M 0.1%
8,475
+128
67
$4.64M 0.09%
51,929
-582
68
$4.63M 0.09%
18,028
-957
69
$4.59M 0.09%
110,444
-980
70
$4.53M 0.09%
95,421
-9,244
71
$4.49M 0.09%
63,360
+12,984
72
$4.48M 0.09%
28,618
+2,143
73
$4.46M 0.09%
57,198
+7,141
74
$4.45M 0.09%
14,246
+563
75
$4.29M 0.09%
16,837
-581
1 2
3
4 5