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
951
$152K ﹤0.01%
1,733
-40
952
$152K ﹤0.01%
1,306
-30
953
$151K ﹤0.01%
5,469
+278
954
$151K ﹤0.01%
1,644
+1,039
955
$151K ﹤0.01%
3,091
+3,003
956
$151K ﹤0.01%
+1,506
957
$151K ﹤0.01%
33,345
+7,369
958
$150K ﹤0.01%
2,728
+323
959
$150K ﹤0.01%
5,980
-4,109
960
$150K ﹤0.01%
5,694
-4,920
961
$150K ﹤0.01%
21,199
+13,444
962
$150K ﹤0.01%
3,351
+139
963
$149K ﹤0.01%
2,017
-332
964
$149K ﹤0.01%
7,658
+164
965
$149K ﹤0.01%
818
+17
966
$149K ﹤0.01%
975
+304
967
$148K ﹤0.01%
7,469
+774
968
$148K ﹤0.01%
640
-77
969
$148K ﹤0.01%
6,646
-128
970
$148K ﹤0.01%
5,287
+608
971
$148K ﹤0.01%
6,077
972
$147K ﹤0.01%
3,644
+37
973
$147K ﹤0.01%
491
+25
974
$147K ﹤0.01%
16,029
+137
975
$147K ﹤0.01%
9,622
37 38
39
40 41