S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
126
$2.67M 0.05%
11,680
+677
127
$2.65M 0.05%
67,588
-6,135
128
$2.63M 0.05%
23,849
-7
129
$2.6M 0.05%
12,516
+216
130
$2.6M 0.05%
24,396
+1,316
131
$2.59M 0.05%
51,837
-738
132
$2.54M 0.05%
5,606
+139
133
$2.51M 0.05%
29,838
-2,455
134
$2.5M 0.05%
4,619
+351
135
$2.46M 0.05%
2,342
+92
136
$2.46M 0.05%
59,556
-798
137
$2.42M 0.05%
4,144
+45
138
$2.39M 0.05%
5,094
-190
139
$2.39M 0.05%
24,553
+1,419
140
$2.34M 0.05%
3,936
+66
141
$2.33M 0.05%
34,917
+2,241
142
$2.3M 0.05%
31,660
+741
143
$2.29M 0.05%
40,067
+1,219
144
$2.29M 0.05%
13,176
+125
145
$2.28M 0.05%
52,449
+7,598
146
$2.25M 0.05%
4,822
+223
147
$2.23M 0.05%
13,182
+448
148
$2.23M 0.05%
55,485
-588
149
$2.21M 0.04%
32,815
+959
150
$2.19M 0.04%
33,502
+365
4 5
6
7 8