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
1701
$34.3K ﹤0.01%
2,454
+67
1702
$34.1K ﹤0.01%
1,417
+480
1703
$34K ﹤0.01%
341
-16
1704
$34K ﹤0.01%
4,212
-1,868
1705
$34K ﹤0.01%
884
1706
$34K ﹤0.01%
2,554
1707
$33.9K ﹤0.01%
2,511
1708
$33.8K ﹤0.01%
1,212
+196
1709
$33.8K ﹤0.01%
669
-51
1710
$33.8K ﹤0.01%
1,702
-298
1711
$33.8K ﹤0.01%
63
1712
$33.7K ﹤0.01%
1,050
1713
$33.7K ﹤0.01%
187
-52
1714
$33.6K ﹤0.01%
2,030
+23
1715
$33.6K ﹤0.01%
580
1716
$33.4K ﹤0.01%
892
+16
1717
$33.4K ﹤0.01%
1,115
-49
1718
$33.2K ﹤0.01%
3,687
-1,668
1719
$33.1K ﹤0.01%
77
1720
$33K ﹤0.01%
1,102
+6
1721
$32.9K ﹤0.01%
1,649
-611
1722
$32.9K ﹤0.01%
1,489
1723
$32.8K ﹤0.01%
3,524
-1,931
1724
$32.7K ﹤0.01%
477
+108
1725
$32.7K ﹤0.01%
1,088