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
2151
$13.2K ﹤0.01%
506
+297
2152
$13.1K ﹤0.01%
265
-158
2153
$13.1K ﹤0.01%
442
-69
2154
$13.1K ﹤0.01%
174
2155
$13K ﹤0.01%
1,767
-7,188
2156
$13K ﹤0.01%
1,170
-86
2157
$13K ﹤0.01%
1,267
2158
$13K ﹤0.01%
509
-29
2159
$12.9K ﹤0.01%
467
-3
2160
$12.9K ﹤0.01%
72
-53
2161
$12.9K ﹤0.01%
2,500
2162
$12.8K ﹤0.01%
70
2163
$12.8K ﹤0.01%
260
-15
2164
$12.7K ﹤0.01%
199
-139
2165
$12.6K ﹤0.01%
593
2166
$12.6K ﹤0.01%
4,675
-285
2167
$12.5K ﹤0.01%
418
2168
$12.5K ﹤0.01%
202
-14
2169
$12.5K ﹤0.01%
578
2170
$12.5K ﹤0.01%
216
-184
2171
$12.5K ﹤0.01%
766
+175
2172
$12.4K ﹤0.01%
375
2173
$12.4K ﹤0.01%
484
-1,155
2174
$12.4K ﹤0.01%
647
2175
$12.4K ﹤0.01%
599
-27