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
1826
$21.6K ﹤0.01%
1,877
+738
1827
$21.5K ﹤0.01%
872
-887
1828
$21.5K ﹤0.01%
1,445
+1,086
1829
$21.5K ﹤0.01%
3,387
+724
1830
$21.5K ﹤0.01%
588
-27
1831
$21.5K ﹤0.01%
424
-440
1832
$21.5K ﹤0.01%
1,199
+333
1833
$21.4K ﹤0.01%
829
-1,309
1834
$21.4K ﹤0.01%
2,664
1835
$21.4K ﹤0.01%
719
+371
1836
$21.3K ﹤0.01%
391
-272
1837
$21.3K ﹤0.01%
247
+94
1838
$21.3K ﹤0.01%
364
+4
1839
$21.2K ﹤0.01%
368
-365
1840
$21.2K ﹤0.01%
870
-29
1841
$21.2K ﹤0.01%
295
-1,385
1842
$21.1K ﹤0.01%
415
1843
$21K ﹤0.01%
201
1844
$21K ﹤0.01%
183
+38
1845
$20.9K ﹤0.01%
438
1846
$20.9K ﹤0.01%
947
+25
1847
$20.9K ﹤0.01%
127
-10
1848
$20.9K ﹤0.01%
1,599
+1,541
1849
$20.8K ﹤0.01%
1,000
1850
$20.8K ﹤0.01%
1,110
-131
72 73
74
75 76