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
1551
$35.6K ﹤0.01%
264
-8
1552
$35.6K ﹤0.01%
658
+182
1553
$35.6K ﹤0.01%
+1,711
1554
$35.6K ﹤0.01%
1,604
1555
$35.5K ﹤0.01%
7,706
+135
1556
$35.5K ﹤0.01%
1,508
-15
1557
$35.4K ﹤0.01%
312
-4
1558
$35.4K ﹤0.01%
111
-10
1559
$35.4K ﹤0.01%
4,864
-15,672
1560
$35.4K ﹤0.01%
355
-7
1561
$35.4K ﹤0.01%
376
-8
1562
$35.4K ﹤0.01%
489
-108
1563
$35.3K ﹤0.01%
1,091
+12
1564
$35.2K ﹤0.01%
2,741
+982
1565
$35.2K ﹤0.01%
3,801
+1,769
1566
$35.2K ﹤0.01%
898
+126
1567
$35.2K ﹤0.01%
538
+10
1568
$35.2K ﹤0.01%
369
-36
1569
$35K ﹤0.01%
1,909
+126
1570
$35K ﹤0.01%
1,414
1571
$34.9K ﹤0.01%
1,500
1572
$34.9K ﹤0.01%
660
1573
$34.9K ﹤0.01%
831
-45
1574
$34.6K ﹤0.01%
2,537
-427
1575
$34.6K ﹤0.01%
595
-35
61 62
63
64 65