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
1626
$39.8K ﹤0.01%
2,799
+86
1627
$39.7K ﹤0.01%
1,771
-19
1628
$39.5K ﹤0.01%
2,165
-300
1629
$39.3K ﹤0.01%
537
+446
1630
$39.3K ﹤0.01%
541
-9
1631
$39.1K ﹤0.01%
8,995
-3,095
1632
$39.1K ﹤0.01%
567
+138
1633
$38.9K ﹤0.01%
361
-12
1634
$38.8K ﹤0.01%
621
-87
1635
$38.7K ﹤0.01%
3,170
-235
1636
$38.7K ﹤0.01%
2,057
+441
1637
$38.6K ﹤0.01%
1,384
+944
1638
$38.5K ﹤0.01%
867
+75
1639
$38.5K ﹤0.01%
6,253
+788
1640
$38.1K ﹤0.01%
496
+186
1641
$38.1K ﹤0.01%
1,600
-1,155
1642
$38.1K ﹤0.01%
557
-153
1643
$38K ﹤0.01%
141
1644
$38K ﹤0.01%
6,347
-143
1645
$37.9K ﹤0.01%
192
1646
$37.8K ﹤0.01%
452
1647
$37.8K ﹤0.01%
261
+62
1648
$37.7K ﹤0.01%
402
-40
1649
$37.6K ﹤0.01%
1,244
-156
1650
$37.6K ﹤0.01%
73
+4