S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
2451
$5.96K ﹤0.01%
130
2452
$5.95K ﹤0.01%
+65
2453
$5.9K ﹤0.01%
257
-112
2454
$5.86K ﹤0.01%
216
2455
$5.82K ﹤0.01%
209
2456
$5.81K ﹤0.01%
53
2457
$5.79K ﹤0.01%
139
-23
2458
$5.79K ﹤0.01%
38
-4
2459
$5.78K ﹤0.01%
205
-296
2460
$5.74K ﹤0.01%
251
-44
2461
$5.69K ﹤0.01%
1,000
2462
$5.68K ﹤0.01%
176
+16
2463
$5.64K ﹤0.01%
180
-18
2464
$5.61K ﹤0.01%
757
+599
2465
$5.59K ﹤0.01%
85
+1
2466
$5.57K ﹤0.01%
1,149
+61
2467
$5.54K ﹤0.01%
412
2468
$5.54K ﹤0.01%
215
-913
2469
$5.53K ﹤0.01%
+379
2470
$5.52K ﹤0.01%
109
+99
2471
$5.5K ﹤0.01%
1,145
+1,142
2472
$5.5K ﹤0.01%
+241
2473
$5.49K ﹤0.01%
60
-79
2474
$5.47K ﹤0.01%
689
+400
2475
$5.47K ﹤0.01%
+352