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
1601
$41.4K ﹤0.01%
7,480
-1,595
1602
$41.3K ﹤0.01%
676
-72
1603
$41.3K ﹤0.01%
2,725
1604
$41.3K ﹤0.01%
17,937
-21,713
1605
$41.1K ﹤0.01%
527
1606
$41.1K ﹤0.01%
448
+6
1607
$41.1K ﹤0.01%
356
+192
1608
$41.1K ﹤0.01%
1,039
+732
1609
$41K ﹤0.01%
880
1610
$41K ﹤0.01%
1,774
+111
1611
$40.9K ﹤0.01%
9,900
1612
$40.8K ﹤0.01%
6,598
+5,599
1613
$40.6K ﹤0.01%
145
+39
1614
$40.5K ﹤0.01%
10,255
+2,200
1615
$40.4K ﹤0.01%
341
1616
$40.3K ﹤0.01%
299
+25
1617
$40.2K ﹤0.01%
1,600
-579
1618
$40.2K ﹤0.01%
757
+201
1619
$40.1K ﹤0.01%
3,309
1620
$40.1K ﹤0.01%
+90
1621
$40K ﹤0.01%
3,797
+1,597
1622
$40K ﹤0.01%
1,693
+114
1623
$39.9K ﹤0.01%
227
1624
$39.9K ﹤0.01%
3,210
-602
1625
$39.8K ﹤0.01%
500
63 64
65
66 67