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
2276
$8.75K ﹤0.01%
52
-10
2277
$8.68K ﹤0.01%
224
-47
2278
$8.68K ﹤0.01%
379
-422
2279
$8.59K ﹤0.01%
625
-152
2280
$8.58K ﹤0.01%
1,748
-573
2281
$8.56K ﹤0.01%
247
-667
2282
$8.55K ﹤0.01%
618
-196
2283
$8.55K ﹤0.01%
1,026
+458
2284
$8.46K ﹤0.01%
93
+8
2285
$8.45K ﹤0.01%
263
+70
2286
$8.42K ﹤0.01%
192
+1
2287
$8.39K ﹤0.01%
906
-152
2288
$8.36K ﹤0.01%
865
-86
2289
$8.35K ﹤0.01%
282
+155
2290
$8.33K ﹤0.01%
204
-47
2291
$8.32K ﹤0.01%
299
2292
$8.28K ﹤0.01%
307
+31
2293
$8.26K ﹤0.01%
269
-193
2294
$8.24K ﹤0.01%
240
-40
2295
$8.23K ﹤0.01%
782
-364
2296
$8.22K ﹤0.01%
141
+18
2297
$8.21K ﹤0.01%
2,495
+2,014
2298
$8.2K ﹤0.01%
100
-5
2299
$8.16K ﹤0.01%
2,046
2300
$8.13K ﹤0.01%
74
90 91
92
93 94