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
801
$209K ﹤0.01%
1,570
+410
802
$209K ﹤0.01%
2,435
-429
803
$208K ﹤0.01%
14,951
+5,889
804
$208K ﹤0.01%
3,323
-305
805
$208K ﹤0.01%
948
-1,414
806
$208K ﹤0.01%
5,800
807
$208K ﹤0.01%
12,972
808
$207K ﹤0.01%
2,489
+215
809
$207K ﹤0.01%
3,883
-100
810
$207K ﹤0.01%
2,660
+48
811
$207K ﹤0.01%
15,887
-458
812
$206K ﹤0.01%
1,933
+66
813
$206K ﹤0.01%
4,226
+1,266
814
$205K ﹤0.01%
2,336
-128
815
$204K ﹤0.01%
2,729
+8
816
$203K ﹤0.01%
+8,134
817
$202K ﹤0.01%
10,879
+2,039
818
$202K ﹤0.01%
2,333
-531
819
$201K ﹤0.01%
2,590
-20
820
$201K ﹤0.01%
30,403
-5,488
821
$200K ﹤0.01%
1,875
-90
822
$200K ﹤0.01%
15,835
-103
823
$200K ﹤0.01%
+7,977
824
$199K ﹤0.01%
14,773
+2,318
825
$199K ﹤0.01%
2,312
-45
31 32
33
34 35