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
1201
$92.1K ﹤0.01%
1,933
1202
$91.8K ﹤0.01%
4,424
-68
1203
$91.7K ﹤0.01%
1,581
-56
1204
$91.5K ﹤0.01%
2,230
+299
1205
$91.3K ﹤0.01%
44,543
-21,642
1206
$91.3K ﹤0.01%
7,705
-32
1207
$91.2K ﹤0.01%
12,410
+7,927
1208
$91.2K ﹤0.01%
2,487
+2
1209
$90.9K ﹤0.01%
4,442
-78
1210
$90.9K ﹤0.01%
2,157
+532
1211
$90.9K ﹤0.01%
1,296
+74
1212
$90.7K ﹤0.01%
2,541
+452
1213
$90.7K ﹤0.01%
1,476
-306
1214
$90.6K ﹤0.01%
6,325
+674
1215
$90.4K ﹤0.01%
2,734
+351
1216
$90.3K ﹤0.01%
619
+58
1217
$90K ﹤0.01%
4,061
1218
$89.8K ﹤0.01%
631
1219
$89.2K ﹤0.01%
755
-17
1220
$89K ﹤0.01%
932
-256
1221
$88.9K ﹤0.01%
5,345
+2,470
1222
$88.5K ﹤0.01%
1,746
+1,193
1223
$88.2K ﹤0.01%
840
1224
$87.9K ﹤0.01%
1,993
+189
1225
$87.7K ﹤0.01%
1,347
-814
47 48
49
50 51