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
$3.66B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,458
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14.3M
3
+$9.78M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.13M
5
MSFT icon
Microsoft
MSFT
+$3.89M

Top Sells

1
+$20.7M
2
+$9.18M
3
+$6.5M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.75M
5
BND icon
Vanguard Total Bond Market
BND
+$1.73M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 3.58%
3 Financials 3.57%
4 Healthcare 3.52%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5.43K ﹤0.01%
482
+77
2477
$5.4K ﹤0.01%
52
+5
2478
$5.39K ﹤0.01%
611
-104
2479
$5.36K ﹤0.01%
667
-966
2480
$5.36K ﹤0.01%
622
-446
2481
$5.33K ﹤0.01%
34
2482
$5.33K ﹤0.01%
494
2483
$5.32K ﹤0.01%
444
2484
$5.32K ﹤0.01%
18
-3
2485
$5.31K ﹤0.01%
235
2486
$5.3K ﹤0.01%
394
+243
2487
$5.28K ﹤0.01%
102
+6
2488
$5.27K ﹤0.01%
100
2489
$5.27K ﹤0.01%
359
+11
2490
$5.25K ﹤0.01%
353
+81
2491
$5.24K ﹤0.01%
802
2492
$5.22K ﹤0.01%
168
-132
2493
$5.21K ﹤0.01%
55
2494
$5.13K ﹤0.01%
115
-13
2495
$5.11K ﹤0.01%
639
+18
2496
$5.09K ﹤0.01%
221
+126
2497
$5.05K ﹤0.01%
332
+304
2498
$5.02K ﹤0.01%
291
+240
2499
$5K ﹤0.01%
315
+11
2500
$5K ﹤0.01%
1,872
-356
98 99
100
101 102