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
2101
$14.7K ﹤0.01%
407
-36
2102
$14.7K ﹤0.01%
1,148
+875
2103
$14.6K ﹤0.01%
48
+27
2104
$14.6K ﹤0.01%
557
-1,278
2105
$14.6K ﹤0.01%
449
2106
$14.6K ﹤0.01%
3,166
+1,688
2107
$14.5K ﹤0.01%
361
+295
2108
$14.5K ﹤0.01%
84
2109
$14.5K ﹤0.01%
759
+504
2110
$14.4K ﹤0.01%
397
+216
2111
$14.4K ﹤0.01%
581
+28
2112
$14.4K ﹤0.01%
1,110
2113
$14.3K ﹤0.01%
1,200
-300
2114
$14.3K ﹤0.01%
685
+3
2115
$14.2K ﹤0.01%
534
+452
2116
$14.2K ﹤0.01%
373
-2,856
2117
$14.2K ﹤0.01%
2,355
2118
$14.2K ﹤0.01%
2,067
-449
2119
$14.1K ﹤0.01%
2,703
2120
$14.1K ﹤0.01%
1,952
2121
$14.1K ﹤0.01%
430
-60
2122
$14.1K ﹤0.01%
186
+47
2123
$14.1K ﹤0.01%
352
-15
2124
$14.1K ﹤0.01%
329
+22
2125
$14K ﹤0.01%
2,460
-3,759
83 84
85
86 87