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
2176
$12.4K ﹤0.01%
812
+450
2177
$12.4K ﹤0.01%
534
-196
2178
$12.3K ﹤0.01%
557
2179
$12.3K ﹤0.01%
581
-165
2180
$12.3K ﹤0.01%
50
2181
$12.3K ﹤0.01%
51
2182
$12.2K ﹤0.01%
177
-16
2183
$12.1K ﹤0.01%
224
-38
2184
$12.1K ﹤0.01%
90
-20
2185
$12.1K ﹤0.01%
+200
2186
$12.1K ﹤0.01%
2,536
-384
2187
$12K ﹤0.01%
450
+19
2188
$12K ﹤0.01%
156
-66
2189
$11.9K ﹤0.01%
502
+493
2190
$11.9K ﹤0.01%
568
-33
2191
$11.9K ﹤0.01%
229
2192
$11.9K ﹤0.01%
570
+87
2193
$11.8K ﹤0.01%
392
+177
2194
$11.8K ﹤0.01%
240
+45
2195
$11.8K ﹤0.01%
1,416
+55
2196
$11.8K ﹤0.01%
385
+66
2197
$11.7K ﹤0.01%
+1,000
2198
$11.7K ﹤0.01%
187
+5
2199
$11.6K ﹤0.01%
51
+35
2200
$11.6K ﹤0.01%
204
-75