S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
201
$1.61M 0.03%
22,905
-1,035
202
$1.6M 0.03%
80,737
+417
203
$1.6M 0.03%
13,472
+542
204
$1.6M 0.03%
20,313
-1,886
205
$1.59M 0.03%
6,722
-47
206
$1.59M 0.03%
85,356
+3,241
207
$1.57M 0.03%
141,795
+165
208
$1.56M 0.03%
8,988
-806
209
$1.56M 0.03%
8,010
+29
210
$1.56M 0.03%
27,489
+4
211
$1.56M 0.03%
5,362
+655
212
$1.55M 0.03%
23,620
-112
213
$1.55M 0.03%
5,179
-139
214
$1.54M 0.03%
11,171
+346
215
$1.53M 0.03%
31,467
+411
216
$1.52M 0.03%
20,162
-1,041
217
$1.51M 0.03%
42,523
+1,701
218
$1.48M 0.03%
6,137
-296
219
$1.48M 0.03%
2,933
+222
220
$1.48M 0.03%
10,456
+867
221
$1.48M 0.03%
13,133
-535
222
$1.47M 0.03%
5,755
+171
223
$1.46M 0.03%
23,320
+1,470
224
$1.46M 0.03%
50,607
-174
225
$1.44M 0.03%
7,419
-236
7 8
9
10 11