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
1526
$37.3K ﹤0.01%
2,389
1527
$37.2K ﹤0.01%
449
+137
1528
$37.1K ﹤0.01%
6,825
+558
1529
$37K ﹤0.01%
448
+114
1530
$37K ﹤0.01%
1,568
-77
1531
$36.9K ﹤0.01%
+564
1532
$36.9K ﹤0.01%
336
1533
$36.9K ﹤0.01%
1,530
-275
1534
$36.8K ﹤0.01%
2,368
+87
1535
$36.7K ﹤0.01%
2,972
-937
1536
$36.7K ﹤0.01%
1,033
1537
$36.7K ﹤0.01%
2,542
-654
1538
$36.6K ﹤0.01%
1,243
+407
1539
$36.6K ﹤0.01%
946
-102
1540
$36.4K ﹤0.01%
5,847
+378
1541
$36.3K ﹤0.01%
+2,000
1542
$36.2K ﹤0.01%
1,402
-39
1543
$36.2K ﹤0.01%
336
+87
1544
$36.2K ﹤0.01%
931
-93
1545
$36.1K ﹤0.01%
814
+221
1546
$36.1K ﹤0.01%
1,852
-2,635
1547
$35.9K ﹤0.01%
892
-11
1548
$35.9K ﹤0.01%
1,511
1549
$35.8K ﹤0.01%
1,021
+5
1550
$35.8K ﹤0.01%
4,000
60 61
62
63 64