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
2301
$9.14K ﹤0.01%
77
+22
2302
$9.12K ﹤0.01%
369
-633
2303
$9.09K ﹤0.01%
63
+9
2304
$9.07K ﹤0.01%
1,543
+1,359
2305
$9.07K ﹤0.01%
302
2306
$9.05K ﹤0.01%
300
-132
2307
$9.05K ﹤0.01%
931
-254
2308
$9.03K ﹤0.01%
1,268
2309
$9.02K ﹤0.01%
219
+179
2310
$9.01K ﹤0.01%
676
+404
2311
$9.01K ﹤0.01%
68
+1
2312
$8.99K ﹤0.01%
265
+15
2313
$8.99K ﹤0.01%
147
-4
2314
$8.94K ﹤0.01%
132
+72
2315
$8.94K ﹤0.01%
163
+44
2316
$8.93K ﹤0.01%
55
-114
2317
$8.89K ﹤0.01%
150
2318
$8.82K ﹤0.01%
400
2319
$8.78K ﹤0.01%
86
2320
$8.77K ﹤0.01%
750
+50
2321
$8.75K ﹤0.01%
213
2322
$8.74K ﹤0.01%
87
+1
2323
$8.74K ﹤0.01%
391
-7
2324
$8.74K ﹤0.01%
1,261
2325
$8.72K ﹤0.01%
181
+101