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
1426
$46.5K ﹤0.01%
+860
1427
$46.5K ﹤0.01%
3,968
-629
1428
$46.4K ﹤0.01%
528
+13
1429
$46.4K ﹤0.01%
700
+11
1430
$46.3K ﹤0.01%
784
+207
1431
$46.3K ﹤0.01%
1,178
-25
1432
$46.2K ﹤0.01%
3,086
+302
1433
$46.2K ﹤0.01%
521
+9
1434
$46K ﹤0.01%
4,665
1435
$45.9K ﹤0.01%
833
+63
1436
$45.8K ﹤0.01%
2,500
-6,525
1437
$45.7K ﹤0.01%
277
1438
$45.6K ﹤0.01%
455
-19
1439
$45.6K ﹤0.01%
800
1440
$45.5K ﹤0.01%
860
+627
1441
$45.3K ﹤0.01%
899
-12
1442
$45.3K ﹤0.01%
494
1443
$45.2K ﹤0.01%
5,527
+379
1444
$45.1K ﹤0.01%
1,176
-1,100
1445
$45K ﹤0.01%
531
-4
1446
$45K ﹤0.01%
1,217
+387
1447
$44.9K ﹤0.01%
3,006
+487
1448
$44.9K ﹤0.01%
1,675
+345
1449
$44.9K ﹤0.01%
1,393
+1,237
1450
$44.7K ﹤0.01%
16,614
56 57
58
59 60