S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
2376
$6.91K ﹤0.01%
1,051
-544
2377
$6.91K ﹤0.01%
5,115
-139
2378
$6.9K ﹤0.01%
719
+250
2379
$6.9K ﹤0.01%
425
-179
2380
$6.87K ﹤0.01%
162
2381
$6.86K ﹤0.01%
101
2382
$6.83K ﹤0.01%
1,393
2383
$6.79K ﹤0.01%
76
+48
2384
$6.76K ﹤0.01%
300
2385
$6.75K ﹤0.01%
209
-3
2386
$6.73K ﹤0.01%
151
-58
2387
$6.7K ﹤0.01%
53
-1
2388
$6.67K ﹤0.01%
236
+54
2389
$6.66K ﹤0.01%
14,500
+9,950
2390
$6.65K ﹤0.01%
954
-251
2391
$6.64K ﹤0.01%
1,310
2392
$6.6K ﹤0.01%
792
+122
2393
$6.54K ﹤0.01%
412
+191
2394
$6.53K ﹤0.01%
81
+27
2395
$6.52K ﹤0.01%
319
+30
2396
$6.5K ﹤0.01%
109
-22
2397
$6.5K ﹤0.01%
434
-74
2398
$6.47K ﹤0.01%
1,160
+605
2399
$6.47K ﹤0.01%
1,602
+185
2400
$6.46K ﹤0.01%
200
94 95
96
97 98