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
776
$221K ﹤0.01%
5,963
+179
777
$220K ﹤0.01%
3,845
+24
778
$220K ﹤0.01%
2,849
+69
779
$220K ﹤0.01%
13,938
-1,220
780
$219K ﹤0.01%
3,611
+451
781
$219K ﹤0.01%
7,018
782
$218K ﹤0.01%
1,065
783
$218K ﹤0.01%
2,781
+5
784
$218K ﹤0.01%
4,269
+35
785
$217K ﹤0.01%
1,188
-223
786
$216K ﹤0.01%
11,554
+286
787
$215K ﹤0.01%
1,573
+235
788
$215K ﹤0.01%
396
-16
789
$215K ﹤0.01%
6,372
+261
790
$214K ﹤0.01%
1,035
-10
791
$213K ﹤0.01%
4,154
+1,442
792
$213K ﹤0.01%
398
+14
793
$212K ﹤0.01%
21,856
+12,708
794
$212K ﹤0.01%
3,688
+293
795
$211K ﹤0.01%
6,935
-3,628
796
$211K ﹤0.01%
6,266
-30
797
$210K ﹤0.01%
3,205
+247
798
$210K ﹤0.01%
2,164
+648
799
$209K ﹤0.01%
7,197
+266
800
$209K ﹤0.01%
7,108
+472
30 31
32
33 34