S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
101
$3.28M 0.07%
32,715
+380
102
$3.28M 0.07%
55,166
+2,922
103
$3.24M 0.07%
7,275
+269
104
$3.23M 0.07%
48,892
-689
105
$3.23M 0.07%
7,256
+413
106
$3.19M 0.06%
10,363
-657
107
$3.15M 0.06%
112,525
+23,440
108
$3.14M 0.06%
9,233
+281
109
$3.13M 0.06%
163,865
+727
110
$3.13M 0.06%
12,512
+527
111
$3.09M 0.06%
61,587
+44
112
$3.08M 0.06%
23,390
+1,188
113
$3.07M 0.06%
6,405
-315
114
$3.05M 0.06%
27,138
-84
115
$3.03M 0.06%
144,546
+1,023
116
$3M 0.06%
18,866
-3,680
117
$3M 0.06%
14,032
+381
118
$2.98M 0.06%
26,036
+772
119
$2.92M 0.06%
115,936
-124
120
$2.86M 0.06%
25,360
-9,094
121
$2.85M 0.06%
12,576
-406
122
$2.82M 0.06%
210,156
+9,375
123
$2.78M 0.06%
3,536
-74
124
$2.73M 0.06%
12,711
-92
125
$2.67M 0.05%
247,081
+3,219
3 4
5
6 7