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
876
$55K ﹤0.01%
165
877
$55K ﹤0.01%
3,619
-1,087
878
$55K ﹤0.01%
8,634
879
$55K ﹤0.01%
1,816
-1
880
$55K ﹤0.01%
1,163
881
$55K ﹤0.01%
+1,470
882
$55K ﹤0.01%
6,920
+8
883
$55K ﹤0.01%
259
-20
884
$55K ﹤0.01%
3,126
-614
885
$55K ﹤0.01%
2,232
+671
886
$55K ﹤0.01%
2,157
-512
887
$54K ﹤0.01%
1,487
+240
888
$54K ﹤0.01%
+5,000
889
$54K ﹤0.01%
400
890
$54K ﹤0.01%
395
+49
891
$54K ﹤0.01%
1,676
+387
892
$53K ﹤0.01%
2,258
893
$53K ﹤0.01%
1,072
894
$53K ﹤0.01%
505
+56
895
$53K ﹤0.01%
1,502
+1,163
896
$53K ﹤0.01%
599
+18
897
$53K ﹤0.01%
1,600
+800
898
$53K ﹤0.01%
+1,399
899
$53K ﹤0.01%
2,935
900
$53K ﹤0.01%
684
-322
34 35
36
37 38