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
876
$176K ﹤0.01%
1,705
+183
877
$176K ﹤0.01%
2,637
+68
878
$176K ﹤0.01%
1,256
+18
879
$175K ﹤0.01%
950
+41
880
$175K ﹤0.01%
7,056
881
$175K ﹤0.01%
6,557
+507
882
$175K ﹤0.01%
1,221
-65
883
$174K ﹤0.01%
2,730
884
$174K ﹤0.01%
4,581
885
$174K ﹤0.01%
2,172
-263
886
$173K ﹤0.01%
41,590
+9,860
887
$173K ﹤0.01%
1,479
+247
888
$172K ﹤0.01%
561
-58
889
$172K ﹤0.01%
894
-440
890
$172K ﹤0.01%
24,223
-440
891
$172K ﹤0.01%
8,575
+40
892
$172K ﹤0.01%
1,917
-40
893
$170K ﹤0.01%
1,485
+140
894
$170K ﹤0.01%
1,727
+104
895
$168K ﹤0.01%
7,354
-1,546
896
$168K ﹤0.01%
1,605
+183
897
$168K ﹤0.01%
440
+89
898
$168K ﹤0.01%
1,336
+107
899
$167K ﹤0.01%
963
+53
900
$167K ﹤0.01%
3,242
+768
34 35
36
37 38