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
1476
$42.2K ﹤0.01%
370
1477
$42.1K ﹤0.01%
4,195
-1,191
1478
$42K ﹤0.01%
382
+2
1479
$42K ﹤0.01%
801
-6
1480
$42K ﹤0.01%
1,009
-214
1481
$41.8K ﹤0.01%
1,288
1482
$41.7K ﹤0.01%
198
-44
1483
$41.7K ﹤0.01%
227
+4
1484
$41.4K ﹤0.01%
1,565
+68
1485
$41.4K ﹤0.01%
+400
1486
$41.2K ﹤0.01%
148
+1
1487
$41.1K ﹤0.01%
4,124
1488
$41.1K ﹤0.01%
300
+14
1489
$40.9K ﹤0.01%
1,703
-300
1490
$40.9K ﹤0.01%
1,309
+709
1491
$40.8K ﹤0.01%
963
+355
1492
$40.8K ﹤0.01%
680
-107
1493
$40.8K ﹤0.01%
3,404
+1,840
1494
$40.8K ﹤0.01%
89
-162
1495
$40.8K ﹤0.01%
1,139
+1,009
1496
$40.6K ﹤0.01%
1,885
+427
1497
$40.6K ﹤0.01%
751
-42
1498
$40.3K ﹤0.01%
848
1499
$40.3K ﹤0.01%
2,235
+3
1500
$40.3K ﹤0.01%
1,200
58 59
60
61 62