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
826
$199K ﹤0.01%
5,515
+724
827
$199K ﹤0.01%
823
-312
828
$198K ﹤0.01%
1,637
-110
829
$196K ﹤0.01%
5,146
-691
830
$193K ﹤0.01%
2,715
+8
831
$192K ﹤0.01%
10,689
-615
832
$191K ﹤0.01%
2,670
+346
833
$191K ﹤0.01%
15,797
+2,764
834
$191K ﹤0.01%
3,357
-159
835
$190K ﹤0.01%
1,406
+70
836
$190K ﹤0.01%
2,942
+213
837
$189K ﹤0.01%
2,146
+553
838
$189K ﹤0.01%
2,682
+156
839
$189K ﹤0.01%
5,379
+17
840
$188K ﹤0.01%
5,555
+180
841
$188K ﹤0.01%
952
-2,023
842
$187K ﹤0.01%
14,995
-522
843
$187K ﹤0.01%
2,180
-1,223
844
$186K ﹤0.01%
864
+21
845
$185K ﹤0.01%
582
+109
846
$185K ﹤0.01%
7,056
+1,299
847
$185K ﹤0.01%
2,579
-109
848
$185K ﹤0.01%
6,656
+90
849
$185K ﹤0.01%
2,345
+133
850
$184K ﹤0.01%
25,400
+498
32 33
34
35 36