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
2276
$9.57K ﹤0.01%
332
+61
2277
$9.54K ﹤0.01%
378
-54
2278
$9.54K ﹤0.01%
298
2279
$9.5K ﹤0.01%
1,775
-162
2280
$9.49K ﹤0.01%
1,469
+480
2281
$9.43K ﹤0.01%
1,440
+1,237
2282
$9.43K ﹤0.01%
433
+318
2283
$9.43K ﹤0.01%
170
+10
2284
$9.43K ﹤0.01%
307
+181
2285
$9.36K ﹤0.01%
204
-25
2286
$9.33K ﹤0.01%
3,018
2287
$9.32K ﹤0.01%
635
-69
2288
$9.31K ﹤0.01%
549
+38
2289
$9.31K ﹤0.01%
205
-2,315
2290
$9.28K ﹤0.01%
1,358
+646
2291
$9.26K ﹤0.01%
+726
2292
$9.26K ﹤0.01%
1,500
2293
$9.22K ﹤0.01%
42
+2
2294
$9.22K ﹤0.01%
468
+78
2295
$9.22K ﹤0.01%
440
-475
2296
$9.21K ﹤0.01%
114
+41
2297
$9.19K ﹤0.01%
183
-552
2298
$9.18K ﹤0.01%
929
-311
2299
$9.17K ﹤0.01%
4,207
-4,562
2300
$9.14K ﹤0.01%
160
-32