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
2051
$16.5K ﹤0.01%
1,303
+423
2052
$16.5K ﹤0.01%
270
+22
2053
$16.4K ﹤0.01%
406
-29
2054
$16.4K ﹤0.01%
+2,407
2055
$16.3K ﹤0.01%
132
-7
2056
$16.3K ﹤0.01%
139
-10
2057
$16.3K ﹤0.01%
241
+124
2058
$16.2K ﹤0.01%
1,360
2059
$16.2K ﹤0.01%
46
2060
$16.2K ﹤0.01%
340
-15
2061
$16.2K ﹤0.01%
8,296
2062
$16.1K ﹤0.01%
150
-4
2063
$16.1K ﹤0.01%
345
2064
$16.1K ﹤0.01%
238
+41
2065
$16.1K ﹤0.01%
3,346
-600
2066
$16K ﹤0.01%
135
2067
$15.9K ﹤0.01%
218
2068
$15.9K ﹤0.01%
819
+79
2069
$15.8K ﹤0.01%
298
2070
$15.8K ﹤0.01%
677
-551
2071
$15.8K ﹤0.01%
402
+80
2072
$15.8K ﹤0.01%
425
+127
2073
$15.8K ﹤0.01%
449
+44
2074
$15.7K ﹤0.01%
710
-67
2075
$15.7K ﹤0.01%
395
+4
81 82
83
84 85