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
1776
$29.2K ﹤0.01%
595
+1
1777
$29.2K ﹤0.01%
1,430
+711
1778
$29.2K ﹤0.01%
2,129
-895
1779
$29.1K ﹤0.01%
433
+136
1780
$29K ﹤0.01%
7,926
+4,443
1781
$29K ﹤0.01%
1,623
+29
1782
$28.9K ﹤0.01%
237
+71
1783
$28.8K ﹤0.01%
1,480
+672
1784
$28.8K ﹤0.01%
352
+6
1785
$28.8K ﹤0.01%
615
+1
1786
$28.8K ﹤0.01%
165
+24
1787
$28.7K ﹤0.01%
868
+804
1788
$28.7K ﹤0.01%
1,805
-64
1789
$28.7K ﹤0.01%
1,000
1790
$28.7K ﹤0.01%
415
-64
1791
$28.7K ﹤0.01%
297
+1
1792
$28.5K ﹤0.01%
372
-717
1793
$28.5K ﹤0.01%
8,477
+89
1794
$28.5K ﹤0.01%
524
+188
1795
$28.3K ﹤0.01%
1,322
+11
1796
$28.2K ﹤0.01%
2,013
+128
1797
$28.2K ﹤0.01%
249
+12
1798
$28.2K ﹤0.01%
1,644
+627
1799
$28.1K ﹤0.01%
2,481
-300
1800
$28K ﹤0.01%
2,868
+1,715