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
1226
$68.9K ﹤0.01%
267
-1
1227
$68.8K ﹤0.01%
407
+60
1228
$68.8K ﹤0.01%
579
-93
1229
$68.8K ﹤0.01%
1,283
-70
1230
$68.6K ﹤0.01%
980
+199
1231
$68.6K ﹤0.01%
3,746
+1,741
1232
$68.5K ﹤0.01%
481
+92
1233
$68.1K ﹤0.01%
2,568
+6
1234
$67.8K ﹤0.01%
2,773
-3,152
1235
$67.4K ﹤0.01%
5,456
+56
1236
$67.3K ﹤0.01%
414
+79
1237
$67.3K ﹤0.01%
3,261
+806
1238
$67.2K ﹤0.01%
4,797
+2,835
1239
$67.2K ﹤0.01%
964
-16
1240
$67.2K ﹤0.01%
1,640
-50
1241
$67.2K ﹤0.01%
613
+410
1242
$66.6K ﹤0.01%
1,076
+528
1243
$66.6K ﹤0.01%
1,947
+10
1244
$66.6K ﹤0.01%
1,983
+1,428
1245
$66.5K ﹤0.01%
3,912
-283
1246
$66.4K ﹤0.01%
1,217
+277
1247
$66.1K ﹤0.01%
6,100
1248
$66K ﹤0.01%
332
-13
1249
$65.9K ﹤0.01%
326
1250
$65.5K ﹤0.01%
1,540
+42
48 49
50
51 52