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
1351
$68.9K ﹤0.01%
500
+60
1352
$68.8K ﹤0.01%
366
-291
1353
$68.8K ﹤0.01%
1,003
+504
1354
$68.7K ﹤0.01%
1,054
+3
1355
$68.2K ﹤0.01%
664
+107
1356
$68.2K ﹤0.01%
305
-116
1357
$68.1K ﹤0.01%
2,611
+110
1358
$68.1K ﹤0.01%
912
-30
1359
$67.9K ﹤0.01%
1,646
1360
$67.9K ﹤0.01%
2,700
1361
$67.6K ﹤0.01%
894
-1,345
1362
$67.5K ﹤0.01%
2,032
-958
1363
$67K ﹤0.01%
2,950
-1,641
1364
$66.9K ﹤0.01%
6,510
+654
1365
$66.7K ﹤0.01%
2,923
-37
1366
$66.7K ﹤0.01%
443
+93
1367
$66.7K ﹤0.01%
14,399
-2,242
1368
$66.5K ﹤0.01%
808
1369
$66.5K ﹤0.01%
129
+26
1370
$66.4K ﹤0.01%
2,434
+61
1371
$66K ﹤0.01%
3,262
1372
$65.9K ﹤0.01%
891
-120
1373
$65.9K ﹤0.01%
1,114
-25
1374
$65.9K ﹤0.01%
860
+155
1375
$65.6K ﹤0.01%
4,793
-3,147