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
751
$229K ﹤0.01%
1,338
752
$229K ﹤0.01%
+8,793
753
$229K ﹤0.01%
2,190
-318
754
$229K ﹤0.01%
5,594
-338
755
$228K ﹤0.01%
5,286
-63
756
$228K ﹤0.01%
1,573
-152
757
$228K ﹤0.01%
+8,599
758
$228K ﹤0.01%
1,324
-207
759
$228K ﹤0.01%
+8,988
760
$227K ﹤0.01%
6,663
+3,583
761
$227K ﹤0.01%
2,868
-704
762
$226K ﹤0.01%
11,954
-943
763
$226K ﹤0.01%
27,575
-8,364
764
$226K ﹤0.01%
20,225
-4,567
765
$225K ﹤0.01%
35,177
+380
766
$225K ﹤0.01%
3,000
-274
767
$224K ﹤0.01%
2,276
-527
768
$224K ﹤0.01%
142
-9
769
$224K ﹤0.01%
4,167
+3
770
$223K ﹤0.01%
6,289
+75
771
$223K ﹤0.01%
51,690
+1,194
772
$223K ﹤0.01%
996
+27
773
$223K ﹤0.01%
1,997
-5
774
$222K ﹤0.01%
10,636
-367
775
$221K ﹤0.01%
5,360
29 30
31
32 33