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
1976
$19.6K ﹤0.01%
164
+6
1977
$19.6K ﹤0.01%
288
+129
1978
$19.6K ﹤0.01%
141
-29
1979
$19.5K ﹤0.01%
4,609
1980
$19.5K ﹤0.01%
269
+18
1981
$19.4K ﹤0.01%
656
+56
1982
$19.3K ﹤0.01%
348
+120
1983
$19.3K ﹤0.01%
236
1984
$19.2K ﹤0.01%
470
+246
1985
$19.2K ﹤0.01%
575
1986
$19.2K ﹤0.01%
345
+42
1987
$19.1K ﹤0.01%
1,731
+1,399
1988
$19.1K ﹤0.01%
400
1989
$19K ﹤0.01%
2,210
+21
1990
$19K ﹤0.01%
164
1991
$19K ﹤0.01%
272
-111
1992
$19K ﹤0.01%
446
+125
1993
$18.9K ﹤0.01%
515
-853
1994
$18.9K ﹤0.01%
365
1995
$18.9K ﹤0.01%
865
+98
1996
$18.7K ﹤0.01%
211
+184
1997
$18.6K ﹤0.01%
212
+68
1998
$18.5K ﹤0.01%
290
1999
$18.5K ﹤0.01%
3,315
+2,407
2000
$18.4K ﹤0.01%
856
+20
78 79
80
81 82