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
76
$4.29M 0.09%
22,034
+3,330
77
$4.18M 0.09%
9,535
+6
78
$4.16M 0.08%
20,303
+203
79
$4.13M 0.08%
38,768
+2,244
80
$4.12M 0.08%
20,666
+1,595
81
$4.07M 0.08%
12,206
-352
82
$4.03M 0.08%
75,803
-1,172
83
$4.01M 0.08%
55,589
+2,173
84
$3.93M 0.08%
12,961
-1,301
85
$3.92M 0.08%
18,250
+282
86
$3.9M 0.08%
116,721
-4,263
87
$3.88M 0.08%
12,376
+651
88
$3.88M 0.08%
16,441
+412
89
$3.81M 0.08%
5,801
-171
90
$3.8M 0.08%
18,840
+589
91
$3.79M 0.08%
91,375
-7,231
92
$3.77M 0.08%
35,359
+898
93
$3.75M 0.08%
42,365
94
$3.71M 0.08%
47,882
+1,541
95
$3.64M 0.07%
16,519
+2,624
96
$3.5M 0.07%
20,241
-137
97
$3.5M 0.07%
32,840
+220
98
$3.43M 0.07%
6,865
+1,422
99
$3.43M 0.07%
178,490
-1,792
100
$3.3M 0.07%
14,264
+1,108
2 3
4
5 6