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
2351
$8.14K ﹤0.01%
544
-695
2352
$8.14K ﹤0.01%
185
+60
2353
$8.14K ﹤0.01%
864
-38
2354
$8.13K ﹤0.01%
184
-103
2355
$8.09K ﹤0.01%
273
+13
2356
$8.06K ﹤0.01%
213
+129
2357
$8.05K ﹤0.01%
90
-71
2358
$8.04K ﹤0.01%
3,836
+3,397
2359
$8.03K ﹤0.01%
191
2360
$7.96K ﹤0.01%
550
2361
$7.91K ﹤0.01%
356
-32
2362
$7.87K ﹤0.01%
451
2363
$7.86K ﹤0.01%
311
-332
2364
$7.85K ﹤0.01%
300
2365
$7.82K ﹤0.01%
250
2366
$7.8K ﹤0.01%
252
2367
$7.76K ﹤0.01%
439
-1,059
2368
$7.71K ﹤0.01%
396
-1,340
2369
$7.65K ﹤0.01%
547
+62
2370
$7.62K ﹤0.01%
115
2371
$7.61K ﹤0.01%
495
2372
$7.56K ﹤0.01%
137
2373
$7.51K ﹤0.01%
172
+20
2374
$7.47K ﹤0.01%
61
+8
2375
$7.45K ﹤0.01%
282
93 94
95
96 97