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
1376
$65.4K ﹤0.01%
2,500
+9
1377
$65.4K ﹤0.01%
1,600
+975
1378
$65.1K ﹤0.01%
7,006
-651
1379
$65K ﹤0.01%
+1,712
1380
$64.9K ﹤0.01%
2,397
-137
1381
$64.8K ﹤0.01%
3,954
+3
1382
$64.6K ﹤0.01%
4,403
1383
$64.6K ﹤0.01%
2,891
-1,251
1384
$64.6K ﹤0.01%
1,500
+384
1385
$64.4K ﹤0.01%
337
1386
$64.4K ﹤0.01%
1,576
+29
1387
$64.4K ﹤0.01%
973
+324
1388
$64.2K ﹤0.01%
367
+164
1389
$63.9K ﹤0.01%
692
+122
1390
$63.5K ﹤0.01%
518
+223
1391
$63.5K ﹤0.01%
892
+68
1392
$63.4K ﹤0.01%
5,613
-515
1393
$63.3K ﹤0.01%
457
-294
1394
$63.3K ﹤0.01%
596
-6
1395
$63.2K ﹤0.01%
1,275
-951
1396
$63.2K ﹤0.01%
2,789
+1
1397
$63K ﹤0.01%
434
+80
1398
$62.8K ﹤0.01%
1,872
+597
1399
$62.7K ﹤0.01%
632
+81
1400
$62.6K ﹤0.01%
4,073
+88