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
2326
$8.72K ﹤0.01%
206
-42
2327
$8.7K ﹤0.01%
162
-3,332
2328
$8.67K ﹤0.01%
311
2329
$8.63K ﹤0.01%
164
+118
2330
$8.63K ﹤0.01%
364
-2
2331
$8.62K ﹤0.01%
+29
2332
$8.62K ﹤0.01%
84
-2
2333
$8.6K ﹤0.01%
148
+51
2334
$8.59K ﹤0.01%
99
-17
2335
$8.59K ﹤0.01%
210
2336
$8.57K ﹤0.01%
890
2337
$8.49K ﹤0.01%
121
-6
2338
$8.44K ﹤0.01%
209
2339
$8.44K ﹤0.01%
360
2340
$8.4K ﹤0.01%
1,879
-1,652
2341
$8.39K ﹤0.01%
98
+4
2342
$8.38K ﹤0.01%
250
2343
$8.37K ﹤0.01%
1,424
-572
2344
$8.34K ﹤0.01%
1,067
+1,002
2345
$8.34K ﹤0.01%
497
-153
2346
$8.27K ﹤0.01%
290
2347
$8.23K ﹤0.01%
974
2348
$8.21K ﹤0.01%
13
+5
2349
$8.21K ﹤0.01%
164
2350
$8.2K ﹤0.01%
455
+21
92 93
94
95 96