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
1851
$24.8K ﹤0.01%
+1,000
1852
$24.8K ﹤0.01%
4,406
+1,087
1853
$24.8K ﹤0.01%
185
+25
1854
$24.8K ﹤0.01%
1,033
+204
1855
$24.7K ﹤0.01%
1,459
+28
1856
$24.7K ﹤0.01%
1,097
-12
1857
$24.7K ﹤0.01%
624
+104
1858
$24.6K ﹤0.01%
1,962
1859
$24.4K ﹤0.01%
413
-470
1860
$24.4K ﹤0.01%
1,329
1861
$24.4K ﹤0.01%
133
+33
1862
$24.3K ﹤0.01%
413
1863
$24.2K ﹤0.01%
192
-288
1864
$24.1K ﹤0.01%
223
-40
1865
$24K ﹤0.01%
965
-139
1866
$24K ﹤0.01%
1,021
-169
1867
$24K ﹤0.01%
425
+350
1868
$24K ﹤0.01%
400
1869
$24K ﹤0.01%
2,391
-405
1870
$23.9K ﹤0.01%
486
-37
1871
$23.9K ﹤0.01%
654
1872
$23.9K ﹤0.01%
2,812
1873
$23.9K ﹤0.01%
+350
1874
$23.8K ﹤0.01%
309
1875
$23.8K ﹤0.01%
545
+119
73 74
75
76 77