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
2026
$17.6K ﹤0.01%
1,320
2027
$17.5K ﹤0.01%
1,096
-6,738
2028
$17.5K ﹤0.01%
167
2029
$17.5K ﹤0.01%
1,867
-198
2030
$17.5K ﹤0.01%
339
2031
$17.5K ﹤0.01%
10,600
2032
$17.5K ﹤0.01%
2,907
+564
2033
$17.4K ﹤0.01%
552
-84
2034
$17.4K ﹤0.01%
170
2035
$17.4K ﹤0.01%
145
2036
$17.3K ﹤0.01%
669
+471
2037
$17.3K ﹤0.01%
162
+106
2038
$17.2K ﹤0.01%
175
2039
$17.2K ﹤0.01%
814
-83
2040
$17.1K ﹤0.01%
310
2041
$17.1K ﹤0.01%
2,210
-63
2042
$16.9K ﹤0.01%
228
-1
2043
$16.9K ﹤0.01%
2,000
+681
2044
$16.9K ﹤0.01%
722
-346
2045
$16.9K ﹤0.01%
1,261
+1,198
2046
$16.9K ﹤0.01%
307
+7
2047
$16.8K ﹤0.01%
263
+18
2048
$16.8K ﹤0.01%
743
-268
2049
$16.6K ﹤0.01%
664
-28
2050
$16.6K ﹤0.01%
334
80 81
82
83 84