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
1751
$30.8K ﹤0.01%
510
+85
1752
$30.7K ﹤0.01%
327
-84
1753
$30.7K ﹤0.01%
10,365
-751
1754
$30.7K ﹤0.01%
172
+28
1755
$30.6K ﹤0.01%
636
1756
$30.6K ﹤0.01%
287
+119
1757
$30.4K ﹤0.01%
2,158
-53
1758
$30.4K ﹤0.01%
561
-194
1759
$30.4K ﹤0.01%
1,489
-127
1760
$30.1K ﹤0.01%
548
+69
1761
$30.1K ﹤0.01%
849
-259
1762
$30.1K ﹤0.01%
341
-5
1763
$30.1K ﹤0.01%
254
1764
$30K ﹤0.01%
211
+164
1765
$29.9K ﹤0.01%
277
-33
1766
$29.9K ﹤0.01%
342
-139
1767
$29.7K ﹤0.01%
550
-62
1768
$29.7K ﹤0.01%
352
-160
1769
$29.6K ﹤0.01%
255
-14
1770
$29.5K ﹤0.01%
1,928
-41
1771
$29.5K ﹤0.01%
391
+10
1772
$29.4K ﹤0.01%
753
-40
1773
$29.3K ﹤0.01%
961
1774
$29.3K ﹤0.01%
220
+7
1775
$29.3K ﹤0.01%
188
+39