S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
176
$1.83M 0.04%
5,522
-13
177
$1.82M 0.04%
6,058
+1,127
178
$1.81M 0.04%
7,563
+198
179
$1.79M 0.04%
8,189
+208
180
$1.78M 0.04%
8,328
+43
181
$1.77M 0.04%
579,806
+1,148
182
$1.73M 0.04%
27,265
+1,407
183
$1.73M 0.04%
4,104
+152
184
$1.72M 0.03%
23,877
+1,829
185
$1.72M 0.03%
17,705
+3,711
186
$1.71M 0.03%
14,427
+521
187
$1.7M 0.03%
108,252
+94
188
$1.7M 0.03%
10,751
+9,942
189
$1.69M 0.03%
13,615
+80
190
$1.68M 0.03%
34,700
+1,190
191
$1.68M 0.03%
3,858
-327
192
$1.67M 0.03%
4,360
+386
193
$1.67M 0.03%
50,491
+11,924
194
$1.66M 0.03%
16,609
+171
195
$1.66M 0.03%
17,028
-857
196
$1.66M 0.03%
2,012
+101
197
$1.66M 0.03%
11,185
-148
198
$1.65M 0.03%
28,111
-3,851
199
$1.65M 0.03%
35,888
+821
200
$1.64M 0.03%
66,372
6 7
8
9 10