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
1526
$48.5K ﹤0.01%
654
-56
1527
$48.5K ﹤0.01%
2,217
1528
$48.4K ﹤0.01%
1,998
+1,439
1529
$48.4K ﹤0.01%
2,571
+4
1530
$48.2K ﹤0.01%
1,112
1531
$48.2K ﹤0.01%
817
-319
1532
$48K ﹤0.01%
633
-44
1533
$48K ﹤0.01%
1,067
-149
1534
$47.9K ﹤0.01%
3,955
-693
1535
$47.8K ﹤0.01%
698
1536
$47.8K ﹤0.01%
+475
1537
$47.8K ﹤0.01%
8,608
+250
1538
$47.5K ﹤0.01%
2,087
+1,544
1539
$47.2K ﹤0.01%
1,226
+107
1540
$46.7K ﹤0.01%
2,365
+1,230
1541
$46.6K ﹤0.01%
328
-208
1542
$46.6K ﹤0.01%
1,368
-2,906
1543
$46.6K ﹤0.01%
727
-40
1544
$46.5K ﹤0.01%
10,411
+213
1545
$46.5K ﹤0.01%
255
+26
1546
$46.4K ﹤0.01%
981
+255
1547
$46.2K ﹤0.01%
489
+36
1548
$46.1K ﹤0.01%
6,611
-10,149
1549
$46K ﹤0.01%
188
+12
1550
$45.7K ﹤0.01%
617
+18