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
1476
$53.8K ﹤0.01%
1,900
1477
$53.5K ﹤0.01%
1,608
-195
1478
$53.5K ﹤0.01%
613
+238
1479
$53.3K ﹤0.01%
423
-21
1480
$53.2K ﹤0.01%
2,634
-2,425
1481
$52.9K ﹤0.01%
999
-75
1482
$52.8K ﹤0.01%
2,140
+150
1483
$52.8K ﹤0.01%
1,000
1484
$52.8K ﹤0.01%
1,100
1485
$52.8K ﹤0.01%
548
-55
1486
$52.7K ﹤0.01%
1,548
-38
1487
$52.6K ﹤0.01%
1,347
-200
1488
$52.6K ﹤0.01%
172
1489
$52.3K ﹤0.01%
800
1490
$52.1K ﹤0.01%
690
-77
1491
$51.9K ﹤0.01%
1,757
+130
1492
$51.8K ﹤0.01%
15,224
-6,284
1493
$51.8K ﹤0.01%
391
-3
1494
$51.6K ﹤0.01%
585
-122
1495
$51.5K ﹤0.01%
4,467
+25
1496
$51.2K ﹤0.01%
422
-34
1497
$51K ﹤0.01%
8,376
+397
1498
$50.9K ﹤0.01%
650
+618
1499
$50.9K ﹤0.01%
2,755
+1,317
1500
$50.8K ﹤0.01%
685
-346