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
1726
$32.6K ﹤0.01%
2,685
+917
1727
$32.6K ﹤0.01%
111
-7
1728
$32.6K ﹤0.01%
475
-1
1729
$32.6K ﹤0.01%
2,633
+353
1730
$32.5K ﹤0.01%
3,495
-24
1731
$32.5K ﹤0.01%
223
-2
1732
$32.4K ﹤0.01%
2,907
-151
1733
$32.2K ﹤0.01%
2,207
-2,206
1734
$32.2K ﹤0.01%
1,980
-1,110
1735
$32K ﹤0.01%
704
-31
1736
$31.9K ﹤0.01%
356
-28
1737
$31.8K ﹤0.01%
663
-63
1738
$31.8K ﹤0.01%
1,318
1739
$31.7K ﹤0.01%
852
1740
$31.7K ﹤0.01%
179
-24
1741
$31.7K ﹤0.01%
326
-10
1742
$31.6K ﹤0.01%
841
-12
1743
$31.5K ﹤0.01%
2,770
-411
1744
$31.5K ﹤0.01%
1,306
-2,429
1745
$31.5K ﹤0.01%
1,915
+241
1746
$31.4K ﹤0.01%
852
-2,950
1747
$31.4K ﹤0.01%
763
+24
1748
$31.2K ﹤0.01%
696
+177
1749
$31.1K ﹤0.01%
3,977
-111
1750
$30.8K ﹤0.01%
1,053
+81