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
2626
$3.57K ﹤0.01%
237
-308
2627
$3.56K ﹤0.01%
+223
2628
$3.56K ﹤0.01%
+113
2629
$3.54K ﹤0.01%
86
2630
$3.53K ﹤0.01%
167
2631
$3.52K ﹤0.01%
1,162
2632
$3.52K ﹤0.01%
+375
2633
$3.51K ﹤0.01%
71
2634
$3.5K ﹤0.01%
+100
2635
$3.49K ﹤0.01%
371
-143
2636
$3.48K ﹤0.01%
300
-3
2637
$3.48K ﹤0.01%
230
-437
2638
$3.46K ﹤0.01%
681
-381
2639
$3.46K ﹤0.01%
332
2640
$3.46K ﹤0.01%
428
+184
2641
$3.45K ﹤0.01%
60
2642
$3.45K ﹤0.01%
189
2643
$3.44K ﹤0.01%
32
2644
$3.43K ﹤0.01%
327
2645
$3.42K ﹤0.01%
69
2646
$3.41K ﹤0.01%
377
+27
2647
$3.39K ﹤0.01%
70
+25
2648
$3.39K ﹤0.01%
62
+4
2649
$3.39K ﹤0.01%
50
2650
$3.37K ﹤0.01%
1,000
104 105
106
107 108