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
476
$161K 0.01%
1,903
-34
477
$161K 0.01%
1,632
+324
478
$161K 0.01%
4,555
-234
479
$161K 0.01%
1,425
+248
480
$160K 0.01%
10,571
-4,310
481
$160K 0.01%
3,348
+1,179
482
$160K 0.01%
772
-22
483
$159K 0.01%
4,268
+212
484
$159K 0.01%
4,084
-816
485
$159K 0.01%
6,219
+29
486
$157K 0.01%
7,325
487
$157K 0.01%
7,400
488
$155K 0.01%
6,711
-39
489
$155K 0.01%
1,980
+166
490
$155K 0.01%
7,450
491
$155K 0.01%
4,435
-7,627
492
$154K 0.01%
1,677
-203
493
$154K 0.01%
1,120
+191
494
$154K 0.01%
9,600
495
$153K 0.01%
957
-72
496
$153K 0.01%
1,232
-81
497
$152K 0.01%
6,625
+3,105
498
$152K 0.01%
3,392
+38
499
$151K 0.01%
3,101
-272
500
$151K 0.01%
2,646
-855
18 19
20
21 22