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
1276
$62K ﹤0.01%
924
1277
$61.5K ﹤0.01%
2,061
+485
1278
$61.1K ﹤0.01%
1,278
-7,477
1279
$61.1K ﹤0.01%
12,216
+7,871
1280
$61K ﹤0.01%
430
+40
1281
$61K ﹤0.01%
199
-3
1282
$61K ﹤0.01%
10,334
+10,145
1283
$60.9K ﹤0.01%
1,699
+1,294
1284
$60.9K ﹤0.01%
2,808
1285
$60.9K ﹤0.01%
281
-18
1286
$60.8K ﹤0.01%
425
-45
1287
$60.8K ﹤0.01%
441
+57
1288
$60.8K ﹤0.01%
4,246
-546
1289
$60.7K ﹤0.01%
1,389
-19
1290
$60.6K ﹤0.01%
3,696
+629
1291
$60.5K ﹤0.01%
5,772
+292
1292
$60.5K ﹤0.01%
632
+63
1293
$59.8K ﹤0.01%
3,972
-21
1294
$59.8K ﹤0.01%
852
+29
1295
$59.7K ﹤0.01%
+2,000
1296
$59.7K ﹤0.01%
419
-11
1297
$59.7K ﹤0.01%
5,300
+589
1298
$59.6K ﹤0.01%
1,341
-200
1299
$59.4K ﹤0.01%
1,110
1300
$59.3K ﹤0.01%
784
+50
50 51
52
53 54