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
2126
$14K ﹤0.01%
11,636
+10,000
2127
$13.9K ﹤0.01%
2,543
-148
2128
$13.9K ﹤0.01%
530
+220
2129
$13.9K ﹤0.01%
529
-174
2130
$13.9K ﹤0.01%
1,177
-114
2131
$13.8K ﹤0.01%
213
2132
$13.8K ﹤0.01%
170
-10
2133
$13.8K ﹤0.01%
599
-50
2134
$13.7K ﹤0.01%
405
+300
2135
$13.7K ﹤0.01%
356
-731
2136
$13.6K ﹤0.01%
203
-28
2137
$13.6K ﹤0.01%
499
2138
$13.5K ﹤0.01%
200
-89
2139
$13.5K ﹤0.01%
235
+98
2140
$13.5K ﹤0.01%
148
-4
2141
$13.4K ﹤0.01%
2,507
-15
2142
$13.4K ﹤0.01%
156
2143
$13.4K ﹤0.01%
973
2144
$13.3K ﹤0.01%
261
2145
$13.3K ﹤0.01%
120
+7
2146
$13.2K ﹤0.01%
2,690
-525
2147
$13.2K ﹤0.01%
192
-7
2148
$13.2K ﹤0.01%
1,168
2149
$13.2K ﹤0.01%
1,605
-1,452
2150
$13.2K ﹤0.01%
498
+8
84 85
86
87 88