S

SignatureFD Portfolio holdings

AUM $5.86B
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
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
3,459
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 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
-20
3452
-31
3453
-85
3454
-139
3455
-130
3456
-90
3457
-62
3458
-500