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
1801
$27.9K ﹤0.01%
1,138
+780
1802
$27.8K ﹤0.01%
170
1803
$27.8K ﹤0.01%
3,124
+24
1804
$27.6K ﹤0.01%
889
1805
$27.6K ﹤0.01%
1,130
1806
$27.6K ﹤0.01%
3,994
+2,226
1807
$27.6K ﹤0.01%
1,337
+863
1808
$27.6K ﹤0.01%
+3,000
1809
$27.4K ﹤0.01%
204
1810
$27.4K ﹤0.01%
541
+31
1811
$27.4K ﹤0.01%
2,008
1812
$27.4K ﹤0.01%
+366
1813
$27.4K ﹤0.01%
569
+370
1814
$27.2K ﹤0.01%
445
+42
1815
$27.2K ﹤0.01%
992
+132
1816
$27.2K ﹤0.01%
714
+214
1817
$27.1K ﹤0.01%
1,736
-2,381
1818
$26.9K ﹤0.01%
1,513
+88
1819
$26.9K ﹤0.01%
576
+156
1820
$26.8K ﹤0.01%
5,208
+905
1821
$26.8K ﹤0.01%
3,186
+3,060
1822
$26.8K ﹤0.01%
239
-480
1823
$26.7K ﹤0.01%
258
-19
1824
$26.6K ﹤0.01%
1,855
+1,685
1825
$26.5K ﹤0.01%
172
+2
71 72
73
74 75