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
1301
$75.4K ﹤0.01%
208
+12
1302
$74.9K ﹤0.01%
22,043
+15,403
1303
$74.8K ﹤0.01%
6,201
+201
1304
$74.6K ﹤0.01%
714
+459
1305
$74.6K ﹤0.01%
2,102
1306
$74.4K ﹤0.01%
910
-28
1307
$74.2K ﹤0.01%
1,163
-78
1308
$74.2K ﹤0.01%
568
+58
1309
$74.1K ﹤0.01%
598
-100
1310
$73.9K ﹤0.01%
9,220
-159
1311
$73.8K ﹤0.01%
5,661
-174
1312
$73.8K ﹤0.01%
680
+90
1313
$73.7K ﹤0.01%
3,326
1314
$73.4K ﹤0.01%
1,767
+1,562
1315
$73.4K ﹤0.01%
5,860
+154
1316
$73.2K ﹤0.01%
2,807
+170
1317
$73.2K ﹤0.01%
1,612
-74
1318
$73.1K ﹤0.01%
1,042
-89
1319
$73K ﹤0.01%
2,700
1320
$72.9K ﹤0.01%
391
+28
1321
$72.7K ﹤0.01%
2,526
+477
1322
$72.7K ﹤0.01%
1,932
-366
1323
$72.6K ﹤0.01%
3,552
+167
1324
$72.6K ﹤0.01%
882
-559
1325
$72.5K ﹤0.01%
3,420
-586
51 52
53
54 55