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
851
$61K 0.01%
495
-358
852
$61K 0.01%
448
+191
853
$61K 0.01%
1,159
+431
854
$60K ﹤0.01%
8,610
+2,965
855
$60K ﹤0.01%
1,646
856
$60K ﹤0.01%
779
-10
857
$60K ﹤0.01%
756
+17
858
$60K ﹤0.01%
507
+22
859
$59K ﹤0.01%
405
+129
860
$59K ﹤0.01%
1,642
+316
861
$59K ﹤0.01%
1,298
+31
862
$59K ﹤0.01%
2,263
+505
863
$58K ﹤0.01%
1,172
864
$58K ﹤0.01%
1,699
-62
865
$58K ﹤0.01%
467
-95
866
$57K ﹤0.01%
636
867
$57K ﹤0.01%
204
-80
868
$57K ﹤0.01%
1,505
869
$57K ﹤0.01%
4,350
870
$56K ﹤0.01%
310
-67
871
$56K ﹤0.01%
6,246
+6,197
872
$56K ﹤0.01%
7,078
+613
873
$56K ﹤0.01%
+700
874
$56K ﹤0.01%
507
-118
875
$56K ﹤0.01%
576
+186
33 34
35
36 37