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
51
$1.83M 0.15%
53,717
-8,588
52
$1.77M 0.15%
27,205
-1,866
53
$1.76M 0.14%
95,378
-14,268
54
$1.69M 0.14%
37,585
+3,243
55
$1.69M 0.14%
4,447
-1,116
56
$1.69M 0.14%
41,163
+11,662
57
$1.63M 0.13%
28,349
+490
58
$1.62M 0.13%
27,868
+2,572
59
$1.58M 0.13%
12,217
+870
60
$1.58M 0.13%
5,804
-561
61
$1.57M 0.13%
31,058
+3,242
62
$1.54M 0.13%
4,113
+112
63
$1.51M 0.12%
9,026
+1,893
64
$1.5M 0.12%
9,930
+862
65
$1.46M 0.12%
17,446
-705
66
$1.46M 0.12%
31,320
+5,328
67
$1.45M 0.12%
75,252
68
$1.38M 0.11%
6,370
-519
69
$1.37M 0.11%
27,896
-846
70
$1.36M 0.11%
7,087
+721
71
$1.35M 0.11%
15,588
+360
72
$1.33M 0.11%
19,334
+644
73
$1.32M 0.11%
4,593
+444
74
$1.3M 0.11%
6,727
+775
75
$1.28M 0.11%
16,920
+1,493
1 2
3
4 5