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
1576
$42.8K ﹤0.01%
409
+14
1577
$42.7K ﹤0.01%
2,373
-155
1578
$42.6K ﹤0.01%
1,749
+225
1579
$42.6K ﹤0.01%
10,649
+2,812
1580
$42.6K ﹤0.01%
1,618
-85
1581
$42.5K ﹤0.01%
393
-2
1582
$42.4K ﹤0.01%
1,111
-615
1583
$42.3K ﹤0.01%
1,700
-2,623
1584
$42.3K ﹤0.01%
1,266
-416
1585
$42.2K ﹤0.01%
4,311
-633
1586
$42.2K ﹤0.01%
430
+5
1587
$42.2K ﹤0.01%
573
+81
1588
$42.1K ﹤0.01%
1,051
-18
1589
$42K ﹤0.01%
19,640
+13,161
1590
$42K ﹤0.01%
359
+147
1591
$41.9K ﹤0.01%
3,174
-139
1592
$41.9K ﹤0.01%
1,838
1593
$41.9K ﹤0.01%
1,872
+1,059
1594
$41.8K ﹤0.01%
631
+216
1595
$41.8K ﹤0.01%
6,165
+91
1596
$41.8K ﹤0.01%
203
+3
1597
$41.7K ﹤0.01%
49,098
-902
1598
$41.7K ﹤0.01%
2,259
+320
1599
$41.6K ﹤0.01%
392
-63
1600
$41.5K ﹤0.01%
4,588
+40