S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1051
$125K ﹤0.01%
14,216
-842
1052
$125K ﹤0.01%
16,755
-7,710
1053
$125K ﹤0.01%
890
-41
1054
$124K ﹤0.01%
2,607
-600
1055
$124K ﹤0.01%
1,543
-31
1056
$124K ﹤0.01%
1,923
+23
1057
$123K ﹤0.01%
1,901
-6
1058
$123K ﹤0.01%
667
+180
1059
$123K ﹤0.01%
3,988
+1,025
1060
$123K ﹤0.01%
2,000
1061
$123K ﹤0.01%
5,472
+2,169
1062
$122K ﹤0.01%
2,831
+1,674
1063
$122K ﹤0.01%
9,186
-33
1064
$122K ﹤0.01%
618
-78
1065
$122K ﹤0.01%
1,260
1066
$122K ﹤0.01%
4,689
1067
$122K ﹤0.01%
6,803
-3,675
1068
$121K ﹤0.01%
6,261
-51
1069
$121K ﹤0.01%
2,686
-809
1070
$121K ﹤0.01%
6,359
+1,406
1071
$121K ﹤0.01%
948
1072
$121K ﹤0.01%
3,271
-390
1073
$121K ﹤0.01%
16,195
-1,432
1074
$121K ﹤0.01%
1,286
+52
1075
$120K ﹤0.01%
3,254
+300
41 42
43
44 45