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
1401
$62.1K ﹤0.01%
1,338
-325
1402
$62K ﹤0.01%
18,779
-411
1403
$61.7K ﹤0.01%
1,079
-255
1404
$61.7K ﹤0.01%
1,163
-289
1405
$61.5K ﹤0.01%
5,503
1406
$61.4K ﹤0.01%
646
+26
1407
$61.4K ﹤0.01%
574
-418
1408
$61.4K ﹤0.01%
4,392
-1,530
1409
$61.3K ﹤0.01%
1,151
+130
1410
$61.1K ﹤0.01%
2,500
-863
1411
$61K ﹤0.01%
2,552
+54
1412
$60.9K ﹤0.01%
358
-37
1413
$60.7K ﹤0.01%
322
-23
1414
$60.6K ﹤0.01%
700
-1,605
1415
$60.6K ﹤0.01%
359
+238
1416
$60.6K ﹤0.01%
2,827
1417
$60.4K ﹤0.01%
576
+15
1418
$60.4K ﹤0.01%
+1,142
1419
$60.3K ﹤0.01%
276
1420
$60K ﹤0.01%
267
-4
1421
$59.9K ﹤0.01%
2,739
+424
1422
$59.9K ﹤0.01%
739
+68
1423
$59.7K ﹤0.01%
2,261
-233
1424
$59.5K ﹤0.01%
1,612
+215
1425
$59.3K ﹤0.01%
924
+58
55 56
57
58 59