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
1076
$120K ﹤0.01%
11,580
+5,166
1077
$120K ﹤0.01%
24,292
-4,063
1078
$120K ﹤0.01%
975
-87
1079
$120K ﹤0.01%
8,322
+246
1080
$120K ﹤0.01%
6,911
1081
$120K ﹤0.01%
469
+59
1082
$119K ﹤0.01%
11,531
+711
1083
$119K ﹤0.01%
404
-14
1084
$119K ﹤0.01%
8,252
+506
1085
$119K ﹤0.01%
11,321
+106
1086
$119K ﹤0.01%
14,527
-5,391
1087
$119K ﹤0.01%
3,000
1088
$118K ﹤0.01%
4,743
+1,525
1089
$118K ﹤0.01%
8,392
+159
1090
$118K ﹤0.01%
6,691
-299
1091
$117K ﹤0.01%
938
+16
1092
$117K ﹤0.01%
949
-68
1093
$117K ﹤0.01%
574
-371
1094
$117K ﹤0.01%
1,077
-3
1095
$117K ﹤0.01%
568
-262
1096
$116K ﹤0.01%
3,936
-1,914
1097
$116K ﹤0.01%
11,915
+11,495
1098
$116K ﹤0.01%
1,412
-162
1099
$116K ﹤0.01%
490
-29
1100
$116K ﹤0.01%
5,182
-5,867
42 43
44
45 46