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
926
$159K ﹤0.01%
6,751
927
$158K ﹤0.01%
1,765
+826
928
$158K ﹤0.01%
512
+38
929
$157K ﹤0.01%
12,128
-74
930
$157K ﹤0.01%
6,374
+92
931
$157K ﹤0.01%
1,786
932
$157K ﹤0.01%
2,212
+232
933
$157K ﹤0.01%
1,043
+148
934
$156K ﹤0.01%
1,295
935
$156K ﹤0.01%
6,856
-1,026
936
$156K ﹤0.01%
632
+77
937
$156K ﹤0.01%
648
+54
938
$155K ﹤0.01%
8,462
-69
939
$155K ﹤0.01%
11,030
+263
940
$154K ﹤0.01%
6,381
-519
941
$154K ﹤0.01%
1,787
+679
942
$154K ﹤0.01%
3,742
+123
943
$154K ﹤0.01%
1,191
-209
944
$154K ﹤0.01%
461
-109
945
$154K ﹤0.01%
4,803
-4,259
946
$153K ﹤0.01%
420
+13
947
$153K ﹤0.01%
4,962
+82
948
$153K ﹤0.01%
5,065
-1,007
949
$153K ﹤0.01%
4,269
+74
950
$152K ﹤0.01%
4,964
+1,140
36 37
38
39 40