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
1101
$115K ﹤0.01%
3,520
-19
1102
$115K ﹤0.01%
1,273
-259
1103
$115K ﹤0.01%
2,080
+65
1104
$115K ﹤0.01%
1,892
+11
1105
$114K ﹤0.01%
9,814
+129
1106
$113K ﹤0.01%
27,877
+2,632
1107
$113K ﹤0.01%
3,966
-1,437
1108
$112K ﹤0.01%
2,014
+171
1109
$112K ﹤0.01%
1,917
+77
1110
$112K ﹤0.01%
49,908
-42,124
1111
$112K ﹤0.01%
2,582
-272
1112
$112K ﹤0.01%
11,470
+465
1113
$111K ﹤0.01%
1,087
+668
1114
$110K ﹤0.01%
2,578
+1,216
1115
$110K ﹤0.01%
7,781
+866
1116
$110K ﹤0.01%
1,247
+11
1117
$110K ﹤0.01%
1,171
-226
1118
$109K ﹤0.01%
2,743
+188
1119
$109K ﹤0.01%
945
-279
1120
$109K ﹤0.01%
3,967
-395
1121
$109K ﹤0.01%
5,278
+253
1122
$108K ﹤0.01%
228
-67
1123
$108K ﹤0.01%
3,500
1124
$108K ﹤0.01%
3,155
+594
1125
$108K ﹤0.01%
1,967
-2,993
43 44
45
46 47