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
976
$146K ﹤0.01%
2,552
+305
977
$145K ﹤0.01%
3,006
+72
978
$145K ﹤0.01%
3,312
979
$144K ﹤0.01%
468
-87
980
$144K ﹤0.01%
3,257
-706
981
$144K ﹤0.01%
733
-482
982
$144K ﹤0.01%
7,607
-121
983
$144K ﹤0.01%
7,283
+2,931
984
$143K ﹤0.01%
1,929
-90
985
$143K ﹤0.01%
8,219
-3,420
986
$143K ﹤0.01%
7,047
987
$143K ﹤0.01%
5,690
-1,101
988
$141K ﹤0.01%
9,133
+642
989
$140K ﹤0.01%
4,002
990
$140K ﹤0.01%
895
-26
991
$140K ﹤0.01%
3,653
+556
992
$140K ﹤0.01%
481
-22
993
$139K ﹤0.01%
679
-46
994
$139K ﹤0.01%
2,487
-71
995
$138K ﹤0.01%
338
-41
996
$137K ﹤0.01%
6,776
+767
997
$137K ﹤0.01%
1,535
-171
998
$137K ﹤0.01%
9,199
+523
999
$137K ﹤0.01%
3,666
-169
1000
$137K ﹤0.01%
13,502
-4,823
38 39
40
41 42