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
1451
$56.2K ﹤0.01%
8,433
1452
$56.2K ﹤0.01%
800
-200
1453
$56.1K ﹤0.01%
3,536
-1,284
1454
$56.1K ﹤0.01%
2,853
+124
1455
$56K ﹤0.01%
608
-9
1456
$56K ﹤0.01%
14,076
+2,491
1457
$56K ﹤0.01%
1,621
-48
1458
$56K ﹤0.01%
652
+62
1459
$55.9K ﹤0.01%
3,635
-1,439
1460
$55.9K ﹤0.01%
2,695
-129
1461
$55.7K ﹤0.01%
1,904
1462
$55.6K ﹤0.01%
2,026
+216
1463
$55.6K ﹤0.01%
451
+169
1464
$55.2K ﹤0.01%
505
+150
1465
$55.1K ﹤0.01%
371
-9
1466
$54.9K ﹤0.01%
1,429
-139
1467
$54.9K ﹤0.01%
206
-80
1468
$54.8K ﹤0.01%
1,046
-26
1469
$54.7K ﹤0.01%
841
+8
1470
$54.7K ﹤0.01%
3,004
+36
1471
$54.6K ﹤0.01%
6,302
+865
1472
$54.6K ﹤0.01%
1,081
-709
1473
$54.1K ﹤0.01%
3,515
-1,745
1474
$54K ﹤0.01%
3,845
+354
1475
$53.9K ﹤0.01%
336
+21