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
801
$70K 0.01%
825
+7
802
$70K 0.01%
2,908
-1,098
803
$69K 0.01%
798
+19
804
$69K 0.01%
4,339
805
$69K 0.01%
4,617
+667
806
$68K 0.01%
4,724
+4,189
807
$68K 0.01%
604
808
$68K 0.01%
4,060
+376
809
$68K 0.01%
934
+134
810
$67K 0.01%
134
+10
811
$67K 0.01%
7,394
-77
812
$67K 0.01%
2,698
813
$67K 0.01%
1,136
814
$67K 0.01%
1,106
+182
815
$66K 0.01%
1,422
+200
816
$66K 0.01%
13,345
-151
817
$66K 0.01%
4,216
-1,387
818
$65K 0.01%
585
+85
819
$65K 0.01%
+1,078
820
$65K 0.01%
3,408
-618
821
$65K 0.01%
1,848
+48
822
$65K 0.01%
592
+2
823
$65K 0.01%
+4,700
824
$64K 0.01%
709
+38
825
$64K 0.01%
2,207
-263
31 32
33
34 35