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
826
$64K 0.01%
3,562
+646
827
$64K 0.01%
4,104
-17
828
$64K 0.01%
563
-304
829
$64K 0.01%
2,396
+2,179
830
$64K 0.01%
937
+198
831
$63K 0.01%
551
+113
832
$63K 0.01%
384
+36
833
$63K 0.01%
6,584
-2,626
834
$63K 0.01%
449
-119
835
$63K 0.01%
1,299
-123
836
$63K 0.01%
2,581
+29
837
$63K 0.01%
2,050
838
$63K 0.01%
1,685
+179
839
$63K 0.01%
+25,000
840
$62K 0.01%
575
+241
841
$62K 0.01%
4,176
-368
842
$62K 0.01%
710
-225
843
$62K 0.01%
226
+11
844
$62K 0.01%
1,175
-149
845
$62K 0.01%
1,543
-387
846
$62K 0.01%
3,673
+2,453
847
$62K 0.01%
1,424
+624
848
$62K 0.01%
2,424
+70
849
$62K 0.01%
1,947
+322
850
$61K 0.01%
537
+42
32 33
34
35 36