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
1926
$21.6K ﹤0.01%
500
-47
1927
$21.6K ﹤0.01%
+425
1928
$21.6K ﹤0.01%
4,372
-119
1929
$21.5K ﹤0.01%
228
1930
$21.5K ﹤0.01%
381
-133
1931
$21.5K ﹤0.01%
4,484
+3,436
1932
$21.5K ﹤0.01%
479
+174
1933
$21.4K ﹤0.01%
1,228
+357
1934
$21.4K ﹤0.01%
546
1935
$21.3K ﹤0.01%
438
-1,504
1936
$21.3K ﹤0.01%
3,356
1937
$21.2K ﹤0.01%
113
+3
1938
$21.2K ﹤0.01%
2,876
-1,692
1939
$21.1K ﹤0.01%
150
-5
1940
$21K ﹤0.01%
488
-5
1941
$20.9K ﹤0.01%
6,054
+1,952
1942
$20.9K ﹤0.01%
141
-595
1943
$20.9K ﹤0.01%
72
+2
1944
$20.8K ﹤0.01%
429
-40
1945
$20.8K ﹤0.01%
266
1946
$20.8K ﹤0.01%
2,962
-590
1947
$20.8K ﹤0.01%
543
1948
$20.8K ﹤0.01%
618
-8
1949
$20.8K ﹤0.01%
880
-17
1950
$20.7K ﹤0.01%
912
76 77
78
79 80