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
1376
$51.4K ﹤0.01%
387
+34
1377
$51.2K ﹤0.01%
1,000
1378
$51.1K ﹤0.01%
9,658
-2,219
1379
$51.1K ﹤0.01%
988
-120
1380
$51K ﹤0.01%
3,956
-52
1381
$51K ﹤0.01%
270
+36
1382
$50.9K ﹤0.01%
1,812
1383
$50.8K ﹤0.01%
1,298
+109
1384
$50.8K ﹤0.01%
919
+32
1385
$50.5K ﹤0.01%
2,395
+806
1386
$50.5K ﹤0.01%
2,966
-419
1387
$50.4K ﹤0.01%
1,260
-64
1388
$50.4K ﹤0.01%
392
+134
1389
$50.3K ﹤0.01%
1,128
-370
1390
$50.3K ﹤0.01%
697
+515
1391
$50.1K ﹤0.01%
+500
1392
$49.8K ﹤0.01%
448
+56
1393
$49.7K ﹤0.01%
613
+95
1394
$49.6K ﹤0.01%
1,211
-350
1395
$49.6K ﹤0.01%
+4,000
1396
$49.6K ﹤0.01%
1,600
1397
$49.5K ﹤0.01%
984
-51
1398
$49.2K ﹤0.01%
2,863
-12
1399
$49K ﹤0.01%
823
+790
1400
$48.9K ﹤0.01%
1,900
54 55
56
57 58