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
1551
$45.6K ﹤0.01%
5,274
+270
1552
$45.6K ﹤0.01%
1,311
-186
1553
$45.4K ﹤0.01%
1,075
-138
1554
$45.4K ﹤0.01%
860
-17
1555
$45.3K ﹤0.01%
5,207
-172
1556
$45.2K ﹤0.01%
744
-133
1557
$44.9K ﹤0.01%
1,971
+86
1558
$44.9K ﹤0.01%
2,644
+1,286
1559
$44.7K ﹤0.01%
612
-199
1560
$44.6K ﹤0.01%
782
-180
1561
$44.3K ﹤0.01%
389
+119
1562
$44.2K ﹤0.01%
698
-43
1563
$44.2K ﹤0.01%
660
1564
$44.1K ﹤0.01%
615
-48
1565
$44.1K ﹤0.01%
2,584
+2,395
1566
$44K ﹤0.01%
2,054
-35
1567
$44K ﹤0.01%
204
+81
1568
$43.9K ﹤0.01%
1,336
+30
1569
$43.8K ﹤0.01%
862
-474
1570
$43.7K ﹤0.01%
2,225
+1,132
1571
$43.4K ﹤0.01%
158
-32
1572
$43.3K ﹤0.01%
406
-15
1573
$43K ﹤0.01%
1,650
-30
1574
$42.9K ﹤0.01%
3,000
1575
$42.8K ﹤0.01%
3,128
+3,050