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
2376
$7.41K ﹤0.01%
67
+23
2377
$7.39K ﹤0.01%
604
-27
2378
$7.37K ﹤0.01%
87
+12
2379
$7.37K ﹤0.01%
1,129
2380
$7.37K ﹤0.01%
273
+131
2381
$7.34K ﹤0.01%
+300
2382
$7.32K ﹤0.01%
1,568
+56
2383
$7.32K ﹤0.01%
114
-6
2384
$7.28K ﹤0.01%
135
-138
2385
$7.24K ﹤0.01%
151
2386
$7.19K ﹤0.01%
110
2387
$7.17K ﹤0.01%
140
+33
2388
$7.16K ﹤0.01%
473
-36
2389
$7.06K ﹤0.01%
225
-99
2390
$7.05K ﹤0.01%
+405
2391
$7.03K ﹤0.01%
1,104
2392
$7.01K ﹤0.01%
154
+31
2393
$7.01K ﹤0.01%
85
-7
2394
$7K ﹤0.01%
200
2395
$6.99K ﹤0.01%
293
2396
$6.97K ﹤0.01%
444
-32
2397
$6.96K ﹤0.01%
142
+60
2398
$6.96K ﹤0.01%
+100
2399
$6.88K ﹤0.01%
235
2400
$6.87K ﹤0.01%
266
-166