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
1501
$40.2K ﹤0.01%
264
-2
1502
$40.1K ﹤0.01%
748
+97
1503
$40.1K ﹤0.01%
1,039
1504
$40K ﹤0.01%
738
+500
1505
$40K ﹤0.01%
4,094
+986
1506
$39.8K ﹤0.01%
3,253
+322
1507
$39.8K ﹤0.01%
1,045
+23
1508
$39.3K ﹤0.01%
1,258
+625
1509
$39.2K ﹤0.01%
1,176
1510
$39.1K ﹤0.01%
887
+63
1511
$38.8K ﹤0.01%
690
-97
1512
$38.8K ﹤0.01%
2,084
1513
$38.7K ﹤0.01%
237
+216
1514
$38.7K ﹤0.01%
+3,573
1515
$38.7K ﹤0.01%
755
-182
1516
$38.7K ﹤0.01%
4,764
+291
1517
$38.6K ﹤0.01%
1,029
-730
1518
$38.2K ﹤0.01%
1,553
-1,553
1519
$38.2K ﹤0.01%
737
+20
1520
$38.2K ﹤0.01%
8,762
+72
1521
$38.2K ﹤0.01%
1,180
+330
1522
$38.1K ﹤0.01%
14
+1
1523
$38.1K ﹤0.01%
1,097
+403
1524
$38K ﹤0.01%
1,230
1525
$37.4K ﹤0.01%
307
+24
59 60
61
62 63