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
2226
$10.8K ﹤0.01%
1,427
-1,342
2227
$10.8K ﹤0.01%
473
+467
2228
$10.7K ﹤0.01%
1,046
+78
2229
$10.7K ﹤0.01%
700
+81
2230
$10.7K ﹤0.01%
219
+181
2231
$10.7K ﹤0.01%
73
2232
$10.6K ﹤0.01%
300
2233
$10.6K ﹤0.01%
1,495
+1,401
2234
$10.6K ﹤0.01%
319
+83
2235
$10.6K ﹤0.01%
571
-168
2236
$10.5K ﹤0.01%
471
-394
2237
$10.5K ﹤0.01%
+262
2238
$10.5K ﹤0.01%
267
+75
2239
$10.5K ﹤0.01%
16,000
2240
$10.5K ﹤0.01%
1,378
2241
$10.5K ﹤0.01%
133
2242
$10.4K ﹤0.01%
139
-41
2243
$10.4K ﹤0.01%
362
+18
2244
$10.4K ﹤0.01%
261
+1
2245
$10.4K ﹤0.01%
768
+194
2246
$10.4K ﹤0.01%
37
-6
2247
$10.4K ﹤0.01%
298
+265
2248
$10.4K ﹤0.01%
533
-32
2249
$10.4K ﹤0.01%
100
-13
2250
$10.3K ﹤0.01%
109
88 89
90
91 92