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
1276
$79.9K ﹤0.01%
3,474
+258
1277
$79.9K ﹤0.01%
1,039
1278
$79.7K ﹤0.01%
8,355
+1,582
1279
$79.7K ﹤0.01%
1,704
+514
1280
$79.5K ﹤0.01%
949
-100
1281
$79.3K ﹤0.01%
2,673
-345
1282
$79.2K ﹤0.01%
290
-39
1283
$79K ﹤0.01%
8,064
-156
1284
$78.9K ﹤0.01%
398
+10
1285
$78.3K ﹤0.01%
1,306
-394
1286
$78.2K ﹤0.01%
1,367
1287
$78.2K ﹤0.01%
799
+450
1288
$77.7K ﹤0.01%
629
+73
1289
$77.5K ﹤0.01%
11,848
+7,398
1290
$77K ﹤0.01%
2,320
+15
1291
$76.8K ﹤0.01%
11,478
+3,341
1292
$76.7K ﹤0.01%
3,267
1293
$76.7K ﹤0.01%
3,734
-190
1294
$76.4K ﹤0.01%
997
+1
1295
$76.4K ﹤0.01%
5,147
-102
1296
$76.2K ﹤0.01%
1,784
-169
1297
$76.1K ﹤0.01%
8,437
+1,986
1298
$76K ﹤0.01%
5,328
-387
1299
$75.9K ﹤0.01%
349
-3
1300
$75.5K ﹤0.01%
2,050
-2,100