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
2426
$6.12K ﹤0.01%
136
+2
2427
$6.11K ﹤0.01%
465
2428
$6.11K ﹤0.01%
274
2429
$6.11K ﹤0.01%
841
-50
2430
$6.09K ﹤0.01%
200
2431
$6.07K ﹤0.01%
124
-20
2432
$6.06K ﹤0.01%
77
+8
2433
$6.05K ﹤0.01%
221
+1
2434
$6.04K ﹤0.01%
165
2435
$6.01K ﹤0.01%
1,317
-2,933
2436
$6K ﹤0.01%
137
-232
2437
$6K ﹤0.01%
62
2438
$5.99K ﹤0.01%
+201
2439
$5.99K ﹤0.01%
228
+204
2440
$5.98K ﹤0.01%
156
-28
2441
$5.98K ﹤0.01%
248
2442
$5.93K ﹤0.01%
+300
2443
$5.93K ﹤0.01%
+65
2444
$5.91K ﹤0.01%
160
2445
$5.9K ﹤0.01%
76
2446
$5.84K ﹤0.01%
188
+79
2447
$5.8K ﹤0.01%
1,531
+500
2448
$5.78K ﹤0.01%
238
+96
2449
$5.77K ﹤0.01%
285
2450
$5.75K ﹤0.01%
131
96 97
98
99 100