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
1251
$84.5K ﹤0.01%
2,610
+278
1252
$84.5K ﹤0.01%
4,443
+1,792
1253
$84.4K ﹤0.01%
231
-491
1254
$84.2K ﹤0.01%
1,000
-92
1255
$84K ﹤0.01%
2,061
+1,385
1256
$83.9K ﹤0.01%
1,173
+16
1257
$83.9K ﹤0.01%
6,100
1258
$83.9K ﹤0.01%
2,035
+661
1259
$83.7K ﹤0.01%
490
+199
1260
$83.7K ﹤0.01%
2,149
+409
1261
$83.6K ﹤0.01%
700
1262
$83.6K ﹤0.01%
780
+11
1263
$83.4K ﹤0.01%
3,192
-1
1264
$83.4K ﹤0.01%
876
+14
1265
$83K ﹤0.01%
1,278
-165
1266
$82.9K ﹤0.01%
6,715
+544
1267
$82.8K ﹤0.01%
996
-4
1268
$82.7K ﹤0.01%
2,097
+205
1269
$82.6K ﹤0.01%
606
-46
1270
$82.2K ﹤0.01%
5,980
+101
1271
$81.8K ﹤0.01%
13,370
-1,756
1272
$81.8K ﹤0.01%
810
1273
$81.3K ﹤0.01%
2,984
-256
1274
$80.9K ﹤0.01%
530
1275
$80.2K ﹤0.01%
2,041
-19