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
1151
$102K ﹤0.01%
56
-5
1152
$102K ﹤0.01%
1,241
1153
$101K ﹤0.01%
1,060
1154
$101K ﹤0.01%
2,540
+1,105
1155
$101K ﹤0.01%
372
-23
1156
$101K ﹤0.01%
1,373
+94
1157
$101K ﹤0.01%
2,441
+310
1158
$101K ﹤0.01%
5,058
+1,548
1159
$99.9K ﹤0.01%
3,683
+448
1160
$99.4K ﹤0.01%
1,965
-56
1161
$99.3K ﹤0.01%
439
+26
1162
$99.3K ﹤0.01%
1,620
1163
$99K ﹤0.01%
244
-14
1164
$98.4K ﹤0.01%
8,794
+375
1165
$98.3K ﹤0.01%
6,088
+3,647
1166
$97.9K ﹤0.01%
3,036
+7
1167
$97.9K ﹤0.01%
6,534
-79
1168
$97.7K ﹤0.01%
5,671
+2,053
1169
$97.6K ﹤0.01%
2,528
1170
$97.4K ﹤0.01%
1,384
+340
1171
$97.3K ﹤0.01%
4,324
+613
1172
$96.6K ﹤0.01%
2,915
+42
1173
$96.3K ﹤0.01%
1,018
+6
1174
$96.2K ﹤0.01%
2,158
-717
1175
$96K ﹤0.01%
18,400
+7,000
45 46
47
48 49