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
1001
$137K ﹤0.01%
6,202
+2,662
1002
$137K ﹤0.01%
74,212
-11,327
1003
$136K ﹤0.01%
7,661
+28
1004
$136K ﹤0.01%
5,450
-352
1005
$136K ﹤0.01%
5,262
+208
1006
$135K ﹤0.01%
3,947
-240
1007
$135K ﹤0.01%
1,168
-159
1008
$135K ﹤0.01%
5,470
-508
1009
$135K ﹤0.01%
354
+84
1010
$134K ﹤0.01%
1,653
+7
1011
$134K ﹤0.01%
665
+31
1012
$134K ﹤0.01%
3,091
+539
1013
$134K ﹤0.01%
36,387
-136
1014
$133K ﹤0.01%
1,839
-296
1015
$133K ﹤0.01%
1,220
+170
1016
$133K ﹤0.01%
507
+50
1017
$133K ﹤0.01%
6,408
+54
1018
$132K ﹤0.01%
1,669
-1,245
1019
$132K ﹤0.01%
540
-29
1020
$131K ﹤0.01%
3,993
+1,789
1021
$131K ﹤0.01%
1,111
+217
1022
$131K ﹤0.01%
842
-2
1023
$130K ﹤0.01%
950
+50
1024
$130K ﹤0.01%
6,986
-2,647
1025
$130K ﹤0.01%
2,542
+2,231
39 40
41
42 43