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
2576
$4.18K ﹤0.01%
88
-3
2577
$4.17K ﹤0.01%
643
-168
2578
$4.16K ﹤0.01%
138
2579
$4.14K ﹤0.01%
2,136
2580
$4.14K ﹤0.01%
+184
2581
$4.13K ﹤0.01%
283
+12
2582
$4.12K ﹤0.01%
109
+70
2583
$4.1K ﹤0.01%
410
-25
2584
$4.08K ﹤0.01%
642
+606
2585
$4.06K ﹤0.01%
539
+80
2586
$4.05K ﹤0.01%
222
2587
$4.04K ﹤0.01%
150
-2
2588
$4.04K ﹤0.01%
184
-77
2589
$4.02K ﹤0.01%
203
+163
2590
$4K ﹤0.01%
+23
2591
$3.98K ﹤0.01%
277
-15
2592
$3.97K ﹤0.01%
292
+155
2593
$3.96K ﹤0.01%
210
-5,458
2594
$3.93K ﹤0.01%
66
2595
$3.93K ﹤0.01%
105
+45
2596
$3.91K ﹤0.01%
516
+482
2597
$3.91K ﹤0.01%
+100
2598
$3.9K ﹤0.01%
252
-66
2599
$3.89K ﹤0.01%
782
2600
$3.86K ﹤0.01%
570
102 103
104
105 106