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
2251
$10.3K ﹤0.01%
98
+1
2252
$10.2K ﹤0.01%
117
2253
$10.2K ﹤0.01%
9,266
-2,002
2254
$10.2K ﹤0.01%
444
+317
2255
$10.2K ﹤0.01%
203
+36
2256
$10.1K ﹤0.01%
240
+1
2257
$10.1K ﹤0.01%
+476
2258
$10K ﹤0.01%
324
+160
2259
$10K ﹤0.01%
97
-39
2260
$10K ﹤0.01%
611
+50
2261
$10K ﹤0.01%
+100
2262
$10K ﹤0.01%
1,651
-1,750
2263
$9.98K ﹤0.01%
205
2264
$9.96K ﹤0.01%
105
2265
$9.93K ﹤0.01%
135
+10
2266
$9.89K ﹤0.01%
532
+107
2267
$9.84K ﹤0.01%
558
+49
2268
$9.82K ﹤0.01%
217
-296
2269
$9.81K ﹤0.01%
237
2270
$9.78K ﹤0.01%
505
-758
2271
$9.75K ﹤0.01%
907
+188
2272
$9.75K ﹤0.01%
131
+82
2273
$9.67K ﹤0.01%
+238
2274
$9.63K ﹤0.01%
110
2275
$9.61K ﹤0.01%
303
+18