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
1826
$26.4K ﹤0.01%
705
-31
1827
$26.4K ﹤0.01%
4,396
-160
1828
$26.4K ﹤0.01%
1,170
1829
$26.3K ﹤0.01%
709
+70
1830
$26.3K ﹤0.01%
323
1831
$26.2K ﹤0.01%
521
-32
1832
$26.2K ﹤0.01%
877
+25
1833
$25.9K ﹤0.01%
318
1834
$25.8K ﹤0.01%
703
-134
1835
$25.7K ﹤0.01%
2,044
+100
1836
$25.7K ﹤0.01%
1,735
-243
1837
$25.5K ﹤0.01%
707
-385
1838
$25.5K ﹤0.01%
904
-107
1839
$25.4K ﹤0.01%
301
-12
1840
$25.3K ﹤0.01%
3,311
+1,581
1841
$25.2K ﹤0.01%
460
-311
1842
$25.2K ﹤0.01%
313
1843
$25.1K ﹤0.01%
350
1844
$25.1K ﹤0.01%
605
+75
1845
$25.1K ﹤0.01%
3,007
+851
1846
$25K ﹤0.01%
325
+22
1847
$25K ﹤0.01%
302
-19
1848
$24.9K ﹤0.01%
16,614
1849
$24.9K ﹤0.01%
282
+25
1850
$24.9K ﹤0.01%
138
+83
72 73
74
75 76