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
1651
$37.6K ﹤0.01%
4,000
-500
1652
$37.4K ﹤0.01%
837
+147
1653
$37.3K ﹤0.01%
9,541
-638
1654
$37.3K ﹤0.01%
5,380
+1,105
1655
$37.2K ﹤0.01%
3,281
-97
1656
$37.2K ﹤0.01%
+660
1657
$37.2K ﹤0.01%
151
-66
1658
$37K ﹤0.01%
2,182
-11
1659
$37K ﹤0.01%
1,200
1660
$36.8K ﹤0.01%
2,797
-2,385
1661
$36.8K ﹤0.01%
555
+116
1662
$36.6K ﹤0.01%
452
-186
1663
$36.6K ﹤0.01%
882
+12
1664
$36.5K ﹤0.01%
1,203
-321
1665
$36.5K ﹤0.01%
694
-72
1666
$36.5K ﹤0.01%
400
-712
1667
$36.4K ﹤0.01%
255
+7
1668
$36.3K ﹤0.01%
530
+54
1669
$36.2K ﹤0.01%
329
-11
1670
$36.1K ﹤0.01%
575
-22
1671
$36K ﹤0.01%
796
-808
1672
$35.8K ﹤0.01%
636
-300
1673
$35.7K ﹤0.01%
440
1674
$35.7K ﹤0.01%
9,511
1675
$35.7K ﹤0.01%
572
-33