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
2801
$1.99K ﹤0.01%
51
-3
2802
$1.98K ﹤0.01%
87
-22
2803
$1.98K ﹤0.01%
87
-334
2804
$1.98K ﹤0.01%
577
-378
2805
$1.97K ﹤0.01%
100
2806
$1.96K ﹤0.01%
165
2807
$1.95K ﹤0.01%
700
2808
$1.94K ﹤0.01%
9
2809
$1.93K ﹤0.01%
43
-10
2810
$1.93K ﹤0.01%
52
2811
$1.93K ﹤0.01%
195
+23
2812
$1.92K ﹤0.01%
66
+26
2813
$1.92K ﹤0.01%
+17
2814
$1.92K ﹤0.01%
177
-344
2815
$1.92K ﹤0.01%
+423
2816
$1.91K ﹤0.01%
+30
2817
$1.91K ﹤0.01%
210
-208
2818
$1.88K ﹤0.01%
51
-38
2819
$1.88K ﹤0.01%
15
2820
$1.88K ﹤0.01%
222
2821
$1.88K ﹤0.01%
632
+357
2822
$1.87K ﹤0.01%
39
2823
$1.86K ﹤0.01%
1,169
-1,716
2824
$1.85K ﹤0.01%
154
+15
2825
$1.84K ﹤0.01%
10
111 112
113
114 115