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
1426
$59.1K ﹤0.01%
877
1427
$59.1K ﹤0.01%
900
1428
$59.1K ﹤0.01%
1,125
-1,138
1429
$59K ﹤0.01%
1,760
1430
$58.9K ﹤0.01%
361
+100
1431
$58.7K ﹤0.01%
639
+10
1432
$58.3K ﹤0.01%
258
+20
1433
$58.3K ﹤0.01%
1,144
+554
1434
$58.2K ﹤0.01%
1,737
1435
$58.1K ﹤0.01%
708
-240
1436
$57.7K ﹤0.01%
1,529
-122
1437
$57.6K ﹤0.01%
1,072
1438
$57.5K ﹤0.01%
1,366
1439
$57.5K ﹤0.01%
888
-20
1440
$57.3K ﹤0.01%
7,646
+32
1441
$56.9K ﹤0.01%
1,444
1442
$56.8K ﹤0.01%
1,967
-106
1443
$56.8K ﹤0.01%
134
-2
1444
$56.6K ﹤0.01%
1,238
1445
$56.6K ﹤0.01%
1,211
1446
$56.5K ﹤0.01%
231
-39
1447
$56.4K ﹤0.01%
1,441
+1,138
1448
$56.4K ﹤0.01%
527
-20
1449
$56.3K ﹤0.01%
712
+36
1450
$56.3K ﹤0.01%
1,943
+19
56 57
58
59 60