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
1226
$87.5K ﹤0.01%
1,458
-9
1227
$87.5K ﹤0.01%
3,591
-3,011
1228
$87.4K ﹤0.01%
2,132
-11
1229
$87.4K ﹤0.01%
12,988
-138
1230
$87.3K ﹤0.01%
37,313
1231
$87.3K ﹤0.01%
25,984
-517
1232
$87.1K ﹤0.01%
659
-7
1233
$87K ﹤0.01%
5,043
+237
1234
$87K ﹤0.01%
1,377
-18
1235
$86.9K ﹤0.01%
16,085
+384
1236
$86.8K ﹤0.01%
1,694
+432
1237
$86.7K ﹤0.01%
859
-74
1238
$86.6K ﹤0.01%
1,619
-130
1239
$86.6K ﹤0.01%
1,443
-253
1240
$86.1K ﹤0.01%
2,675
1241
$85.9K ﹤0.01%
1,496
+53
1242
$85.6K ﹤0.01%
787
-100
1243
$85.5K ﹤0.01%
327
-90
1244
$85.3K ﹤0.01%
2,032
-1,448
1245
$85.2K ﹤0.01%
1,715
+110
1246
$85.1K ﹤0.01%
2,359
-25
1247
$84.9K ﹤0.01%
4,343
1248
$84.8K ﹤0.01%
3,138
1249
$84.6K ﹤0.01%
2,276
-135
1250
$84.6K ﹤0.01%
1,346
+59
48 49
50
51 52