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
726
$83K 0.01%
2,023
+531
727
$83K 0.01%
3,029
+117
728
$83K 0.01%
3,170
+1,794
729
$83K 0.01%
19
-4
730
$83K 0.01%
2,350
-328
731
$82K 0.01%
1,226
+216
732
$82K 0.01%
1,000
733
$82K 0.01%
1,338
734
$82K 0.01%
515
-13
735
$82K 0.01%
1,800
+1,000
736
$81K 0.01%
353
+10
737
$81K 0.01%
1,645
+41
738
$81K 0.01%
866
+3
739
$81K 0.01%
527
+42
740
$81K 0.01%
1,964
+76
741
$81K 0.01%
3,950
742
$80K 0.01%
1,640
+540
743
$80K 0.01%
701
+109
744
$80K 0.01%
4,000
+2,000
745
$80K 0.01%
535
-77
746
$80K 0.01%
8,774
-1,181
747
$79K 0.01%
4,209
748
$79K 0.01%
408
+75
749
$79K 0.01%
1,065
+339
750
$79K 0.01%
1,304
28 29
30
31 32