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
901
$166K ﹤0.01%
5,637
+270
902
$166K ﹤0.01%
8,713
+672
903
$166K ﹤0.01%
563
-208
904
$165K ﹤0.01%
5,742
-113
905
$165K ﹤0.01%
14,412
+9,392
906
$165K ﹤0.01%
5,053
+484
907
$165K ﹤0.01%
1,082
-507
908
$165K ﹤0.01%
750
+22
909
$164K ﹤0.01%
1,376
+248
910
$164K ﹤0.01%
7,891
-86
911
$164K ﹤0.01%
6,740
912
$164K ﹤0.01%
2,361
-261
913
$163K ﹤0.01%
1,176
-589
914
$163K ﹤0.01%
5,608
+109
915
$162K ﹤0.01%
1,333
+2
916
$162K ﹤0.01%
232
-11
917
$162K ﹤0.01%
1,496
+63
918
$161K ﹤0.01%
1,014
919
$160K ﹤0.01%
1,815
+1
920
$160K ﹤0.01%
965
+54
921
$160K ﹤0.01%
1,724
+1
922
$160K ﹤0.01%
1,268
+48
923
$159K ﹤0.01%
2,942
+660
924
$159K ﹤0.01%
900
-19
925
$159K ﹤0.01%
3,216
+63
35 36
37
38 39