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
2401
$6.81K ﹤0.01%
572
-176
2402
$6.79K ﹤0.01%
175
+25
2403
$6.76K ﹤0.01%
230
-6
2404
$6.75K ﹤0.01%
63
-16
2405
$6.73K ﹤0.01%
712
-125
2406
$6.72K ﹤0.01%
200
2407
$6.71K ﹤0.01%
173
+134
2408
$6.69K ﹤0.01%
65
2409
$6.64K ﹤0.01%
150
2410
$6.64K ﹤0.01%
1,263
-1,164
2411
$6.63K ﹤0.01%
639
-308
2412
$6.63K ﹤0.01%
39
+4
2413
$6.61K ﹤0.01%
518
-381
2414
$6.6K ﹤0.01%
302
2415
$6.59K ﹤0.01%
153
+51
2416
$6.58K ﹤0.01%
185
+166
2417
$6.57K ﹤0.01%
404
+381
2418
$6.53K ﹤0.01%
360
-84
2419
$6.51K ﹤0.01%
105
+7
2420
$6.48K ﹤0.01%
543
-287
2421
$6.46K ﹤0.01%
102
-85
2422
$6.41K ﹤0.01%
119
+112
2423
$6.39K ﹤0.01%
129
+95
2424
$6.38K ﹤0.01%
305
-155
2425
$6.34K ﹤0.01%
826
-7,274
95 96
97
98 99