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
551
$132K 0.01%
2,277
+550
552
$131K 0.01%
9,234
553
$130K 0.01%
3,440
+630
554
$130K 0.01%
1,057
+194
555
$129K 0.01%
3,295
-368
556
$129K 0.01%
1,094
+2
557
$129K 0.01%
7,248
+597
558
$128K 0.01%
1,283
+193
559
$128K 0.01%
2,048
-183
560
$128K 0.01%
858
+72
561
$127K 0.01%
1,174
+1,085
562
$126K 0.01%
949
-5
563
$126K 0.01%
11,620
+6,300
564
$126K 0.01%
1,427
+200
565
$126K 0.01%
8,094
+190
566
$124K 0.01%
105
+18
567
$123K 0.01%
1,696
+54
568
$123K 0.01%
825
-19
569
$123K 0.01%
3,000
+2,997
570
$123K 0.01%
8,637
+2,134
571
$123K 0.01%
744
-42
572
$122K 0.01%
2,308
+158
573
$122K 0.01%
1,349
574
$122K 0.01%
851
+202
575
$121K 0.01%
454
+9
21 22
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