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
1126
$108K ﹤0.01%
1,156
+209
1127
$107K ﹤0.01%
9,470
+1,343
1128
$107K ﹤0.01%
894
-166
1129
$107K ﹤0.01%
5,078
+252
1130
$107K ﹤0.01%
3,855
+261
1131
$107K ﹤0.01%
2,891
+88
1132
$106K ﹤0.01%
+1,550
1133
$106K ﹤0.01%
1,942
+1,259
1134
$106K ﹤0.01%
13,995
+379
1135
$106K ﹤0.01%
4,948
+441
1136
$105K ﹤0.01%
6,489
+112
1137
$105K ﹤0.01%
724
1138
$105K ﹤0.01%
1,945
-15
1139
$105K ﹤0.01%
345
-51
1140
$105K ﹤0.01%
385
-66
1141
$105K ﹤0.01%
498
-71
1142
$104K ﹤0.01%
1,131
+530
1143
$104K ﹤0.01%
1,427
+21
1144
$104K ﹤0.01%
3,448
-6
1145
$103K ﹤0.01%
3,729
+1,310
1146
$103K ﹤0.01%
1,029
1147
$103K ﹤0.01%
3,771
-1,602
1148
$102K ﹤0.01%
3,994
+740
1149
$102K ﹤0.01%
724
-4
1150
$102K ﹤0.01%
12,822
+526
44 45
46
47 48