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
1901
$22.4K ﹤0.01%
45
1902
$22.3K ﹤0.01%
1,658
-250
1903
$22.3K ﹤0.01%
1,178
-184
1904
$22.3K ﹤0.01%
615
+551
1905
$22.2K ﹤0.01%
897
-44
1906
$22.2K ﹤0.01%
595
1907
$22.2K ﹤0.01%
508
+145
1908
$22.2K ﹤0.01%
194
-302
1909
$22.1K ﹤0.01%
807
-171
1910
$22.1K ﹤0.01%
691
1911
$22.1K ﹤0.01%
874
+13
1912
$22.1K ﹤0.01%
461
+98
1913
$22K ﹤0.01%
848
-978
1914
$22K ﹤0.01%
264
1915
$22K ﹤0.01%
339
1916
$21.9K ﹤0.01%
1,100
+106
1917
$21.9K ﹤0.01%
1,651
+900
1918
$21.9K ﹤0.01%
448
-107
1919
$21.9K ﹤0.01%
643
-198
1920
$21.9K ﹤0.01%
225
1921
$21.9K ﹤0.01%
592
+413
1922
$21.7K ﹤0.01%
5,733
-985
1923
$21.7K ﹤0.01%
4,513
-500
1924
$21.7K ﹤0.01%
108
-50
1925
$21.6K ﹤0.01%
1,598
+175