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
1676
$35.7K ﹤0.01%
1,520
+20
1677
$35.7K ﹤0.01%
200
-293
1678
$35.6K ﹤0.01%
651
1679
$35.6K ﹤0.01%
+1,078
1680
$35.5K ﹤0.01%
1,414
1681
$35.5K ﹤0.01%
537
-6
1682
$35.5K ﹤0.01%
1,620
-41
1683
$35.4K ﹤0.01%
92
+6
1684
$35.4K ﹤0.01%
1,410
1685
$35.4K ﹤0.01%
134
-12
1686
$35.4K ﹤0.01%
2,236
-156
1687
$35.3K ﹤0.01%
411
1688
$35.2K ﹤0.01%
+700
1689
$35K ﹤0.01%
635
-369
1690
$34.9K ﹤0.01%
696
+52
1691
$34.7K ﹤0.01%
769
+69
1692
$34.7K ﹤0.01%
1,500
1693
$34.7K ﹤0.01%
1,099
+105
1694
$34.5K ﹤0.01%
2,236
+192
1695
$34.5K ﹤0.01%
324
1696
$34.5K ﹤0.01%
606
-231
1697
$34.4K ﹤0.01%
991
-1,813
1698
$34.4K ﹤0.01%
1,978
+626
1699
$34.3K ﹤0.01%
2,067
+729
1700
$34.3K ﹤0.01%
13,835
+2,996
66 67
68
69 70