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
1951
$20.6K ﹤0.01%
736
+77
1952
$20.5K ﹤0.01%
3,254
+988
1953
$20.5K ﹤0.01%
7,017
-8,675
1954
$20.5K ﹤0.01%
1,092
+439
1955
$20.4K ﹤0.01%
+1,027
1956
$20.4K ﹤0.01%
519
-30
1957
$20.4K ﹤0.01%
720
-1,439
1958
$20.3K ﹤0.01%
1,103
+1
1959
$20.3K ﹤0.01%
826
+671
1960
$20.3K ﹤0.01%
8,422
1961
$20.2K ﹤0.01%
8,676
+2,661
1962
$20.2K ﹤0.01%
194
+2
1963
$20.2K ﹤0.01%
1,206
1964
$20.2K ﹤0.01%
187
+38
1965
$20.1K ﹤0.01%
167
+84
1966
$20K ﹤0.01%
87
+31
1967
$20K ﹤0.01%
349
+5
1968
$19.9K ﹤0.01%
1,000
1969
$19.9K ﹤0.01%
710
1970
$19.9K ﹤0.01%
565
-547
1971
$19.9K ﹤0.01%
352
1972
$19.8K ﹤0.01%
2,297
+300
1973
$19.8K ﹤0.01%
14,147
+9,075
1974
$19.8K ﹤0.01%
467
+191
1975
$19.6K ﹤0.01%
153
77 78
79
80 81