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
2876
$1.53K ﹤0.01%
922
-6,330
2877
$1.51K ﹤0.01%
43
-14
2878
$1.51K ﹤0.01%
38
-23
2879
$1.5K ﹤0.01%
144
-206
2880
$1.5K ﹤0.01%
119
-559
2881
$1.5K ﹤0.01%
25
2882
$1.5K ﹤0.01%
36
2883
$1.5K ﹤0.01%
73
+15
2884
$1.5K ﹤0.01%
30
2885
$1.5K ﹤0.01%
23
+16
2886
$1.49K ﹤0.01%
+94
2887
$1.48K ﹤0.01%
28
-53
2888
$1.48K ﹤0.01%
58
+6
2889
$1.48K ﹤0.01%
+141
2890
$1.47K ﹤0.01%
31
2891
$1.47K ﹤0.01%
161
2892
$1.46K ﹤0.01%
48
-16
2893
$1.45K ﹤0.01%
89
+21
2894
$1.45K ﹤0.01%
50
2895
$1.45K ﹤0.01%
7
+1
2896
$1.43K ﹤0.01%
17
2897
$1.42K ﹤0.01%
+45
2898
$1.41K ﹤0.01%
136
2899
$1.41K ﹤0.01%
34
-17
2900
$1.41K ﹤0.01%
11
114 115
116
117 118