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
2426
$6.34K ﹤0.01%
4,117
-21,209
2427
$6.33K ﹤0.01%
271
-32
2428
$6.32K ﹤0.01%
950
+618
2429
$6.31K ﹤0.01%
233
+78
2430
$6.29K ﹤0.01%
116
-302
2431
$6.27K ﹤0.01%
940
-1,285
2432
$6.27K ﹤0.01%
400
2433
$6.25K ﹤0.01%
3,700
+419
2434
$6.23K ﹤0.01%
+296
2435
$6.21K ﹤0.01%
323
-503
2436
$6.21K ﹤0.01%
655
+383
2437
$6.2K ﹤0.01%
95
+91
2438
$6.18K ﹤0.01%
216
-104
2439
$6.17K ﹤0.01%
14
-2
2440
$6.15K ﹤0.01%
180
+10
2441
$6.11K ﹤0.01%
441
+76
2442
$6.1K ﹤0.01%
61
2443
$6.09K ﹤0.01%
+400
2444
$6.09K ﹤0.01%
1,215
-4,094
2445
$6.08K ﹤0.01%
479
-775
2446
$6.07K ﹤0.01%
353
+175
2447
$5.98K ﹤0.01%
56
-43
2448
$5.97K ﹤0.01%
100
2449
$5.96K ﹤0.01%
144
2450
$5.96K ﹤0.01%
552
-21