S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1176
$76.6K ﹤0.01%
621
+51
1177
$76.5K ﹤0.01%
647
+200
1178
$76.4K ﹤0.01%
604
-16
1179
$76.3K ﹤0.01%
309
+48
1180
$76.1K ﹤0.01%
1,200
1181
$76.1K ﹤0.01%
3,919
+1,152
1182
$75.6K ﹤0.01%
2,965
+1,403
1183
$75.4K ﹤0.01%
2,200
-287
1184
$75.3K ﹤0.01%
1,933
1185
$75.1K ﹤0.01%
107
-204
1186
$74.6K ﹤0.01%
1,511
+482
1187
$74.6K ﹤0.01%
6,547
+6,008
1188
$74.4K ﹤0.01%
2,333
-307
1189
$74.4K ﹤0.01%
5,358
-507
1190
$74.3K ﹤0.01%
1,773
-1,247
1191
$73.9K ﹤0.01%
1,287
-105
1192
$73.7K ﹤0.01%
2,744
+694
1193
$73.5K ﹤0.01%
1,914
+194
1194
$73.4K ﹤0.01%
904
+2
1195
$73.4K ﹤0.01%
410
+31
1196
$73.3K ﹤0.01%
3,838
-431
1197
$73.3K ﹤0.01%
390
-24
1198
$73.3K ﹤0.01%
826
+101
1199
$73.2K ﹤0.01%
724
-39
1200
$73K ﹤0.01%
53
-2
46 47
48
49 50