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
1651
$29.8K ﹤0.01%
272
+102
1652
$29.8K ﹤0.01%
3,873
-62
1653
$29.8K ﹤0.01%
703
+556
1654
$29.7K ﹤0.01%
271
+199
1655
$29.7K ﹤0.01%
474
-9
1656
$29.6K ﹤0.01%
365
-533
1657
$29.5K ﹤0.01%
485
-286
1658
$29.5K ﹤0.01%
792
+474
1659
$29.4K ﹤0.01%
7,433
-657
1660
$29.4K ﹤0.01%
961
1661
$29.3K ﹤0.01%
1,071
-86
1662
$29.2K ﹤0.01%
807
+202
1663
$29.1K ﹤0.01%
1,674
-151
1664
$29.1K ﹤0.01%
125
-1
1665
$29.1K ﹤0.01%
489
+21
1666
$29K ﹤0.01%
541
+379
1667
$29K ﹤0.01%
1,591
+18
1668
$29K ﹤0.01%
7,586
+553
1669
$28.9K ﹤0.01%
16,424
+4,650
1670
$28.9K ﹤0.01%
115
+43
1671
$28.8K ﹤0.01%
2,112
-337
1672
$28.8K ﹤0.01%
1,443
+1,006
1673
$28.7K ﹤0.01%
716
-746
1674
$28.7K ﹤0.01%
356
+100
1675
$28.6K ﹤0.01%
839
65 66
67
68 69