S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
151
$2.19M 0.04%
128,630
-2,870
152
$2.16M 0.04%
12,367
+169
153
$2.15M 0.04%
27,946
+1,339
154
$2.15M 0.04%
27,603
-3,671
155
$2.15M 0.04%
72,636
+3,281
156
$2.13M 0.04%
38,816
+2,397
157
$2.12M 0.04%
20,920
+2,299
158
$2.06M 0.04%
13,803
+85
159
$2.04M 0.04%
5,463
-88
160
$2.04M 0.04%
23,260
+640
161
$2.02M 0.04%
117,594
+2,118
162
$2.01M 0.04%
229,462
+3,165
163
$2M 0.04%
93,516
+33,720
164
$1.98M 0.04%
20,867
+16
165
$1.97M 0.04%
5,974
-11
166
$1.94M 0.04%
9,195
+224
167
$1.93M 0.04%
30,551
+2,016
168
$1.93M 0.04%
26,224
-866
169
$1.91M 0.04%
8,488
+108
170
$1.91M 0.04%
49,056
+653
171
$1.89M 0.04%
10,360
-11
172
$1.88M 0.04%
123,520
+10,720
173
$1.88M 0.04%
58,330
+20,504
174
$1.87M 0.04%
60,222
-14,369
175
$1.86M 0.04%
10,533
+431
5 6
7
8 9