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
726
$250K 0.01%
4,347
-170
727
$250K 0.01%
5,028
+18
728
$249K 0.01%
23,377
-77
729
$248K 0.01%
2,333
-1,552
730
$247K 0.01%
988
731
$246K 0.01%
14,488
-377
732
$244K 0.01%
3,015
733
$244K 0.01%
7,307
-2,332
734
$244K 0.01%
2,902
-89
735
$244K ﹤0.01%
56,910
-11,345
736
$243K ﹤0.01%
22,813
-8,522
737
$242K ﹤0.01%
4,982
+1,078
738
$242K ﹤0.01%
6,890
+553
739
$241K ﹤0.01%
1,653
-2
740
$241K ﹤0.01%
4,732
+431
741
$238K ﹤0.01%
12,692
+1,678
742
$237K ﹤0.01%
611
-2
743
$237K ﹤0.01%
2,183
-278
744
$237K ﹤0.01%
5,468
+68
745
$236K ﹤0.01%
3,689
+1,466
746
$234K ﹤0.01%
11,308
+698
747
$234K ﹤0.01%
4,466
-106
748
$233K ﹤0.01%
3,050
+640
749
$230K ﹤0.01%
559
+26
750
$230K ﹤0.01%
6,553
-3,714
28 29
30
31 32