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
$1.22B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,300
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.53M
3
+$4.69M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.31M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.77M

Top Sells

1
+$10.1M
2
+$5.83M
3
+$1.08M
4
IBM icon
IBM
IBM
+$577K
5
TSS
Total System Services, Inc.
TSS
+$568K

Sector Composition

1 Financials 5.81%
2 Consumer Discretionary 5.14%
3 Technology 5.13%
4 Consumer Staples 4.71%
5 Industrials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$173K 0.01%
3,208
+1
452
$173K 0.01%
15,047
+3,706
453
$172K 0.01%
7,296
+6,010
454
$171K 0.01%
822
-48
455
$171K 0.01%
1,681
+640
456
$170K 0.01%
18,605
+1,841
457
$169K 0.01%
1,982
+264
458
$169K 0.01%
2,550
+600
459
$168K 0.01%
1,532
+91
460
$168K 0.01%
1,883
-127
461
$168K 0.01%
1,097
+12
462
$167K 0.01%
3,455
+500
463
$167K 0.01%
8,300
+312
464
$167K 0.01%
3,035
-1,552
465
$166K 0.01%
43,203
-12,677
466
$165K 0.01%
3,948
-238
467
$165K 0.01%
2,130
+84
468
$164K 0.01%
38,640
+15,295
469
$164K 0.01%
5,884
470
$164K 0.01%
8,329
+618
471
$163K 0.01%
1,129
+242
472
$163K 0.01%
1,229
+1,003
473
$162K 0.01%
14,388
-200
474
$162K 0.01%
5,860
-614
475
$162K 0.01%
18,612
-6,431
17 18
19
20 21