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
2201
$11.6K ﹤0.01%
127
-29
2202
$11.6K ﹤0.01%
242
-1,180
2203
$11.5K ﹤0.01%
179
+154
2204
$11.4K ﹤0.01%
322
+38
2205
$11.4K ﹤0.01%
964
-2
2206
$11.4K ﹤0.01%
254
2207
$11.4K ﹤0.01%
871
+132
2208
$11.4K ﹤0.01%
328
+109
2209
$11.4K ﹤0.01%
684
-47
2210
$11.3K ﹤0.01%
457
2211
$11.3K ﹤0.01%
410
+46
2212
$11.3K ﹤0.01%
839
-604
2213
$11.3K ﹤0.01%
367
2214
$11.3K ﹤0.01%
1,068
+412
2215
$11.3K ﹤0.01%
2,500
2216
$11.2K ﹤0.01%
77
2217
$11.2K ﹤0.01%
102
2218
$11.2K ﹤0.01%
4,500
2219
$11.1K ﹤0.01%
493
-231
2220
$11.1K ﹤0.01%
89
+16
2221
$11K ﹤0.01%
380
+206
2222
$11K ﹤0.01%
4,980
2223
$10.9K ﹤0.01%
1,018
-99
2224
$10.9K ﹤0.01%
1,681
+1,264
2225
$10.8K ﹤0.01%
+1,000
87 88
89
90 91