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
901
$52K ﹤0.01%
6,914
+514
902
$52K ﹤0.01%
503
903
$52K ﹤0.01%
14
904
$52K ﹤0.01%
269
+97
905
$52K ﹤0.01%
1,737
906
$52K ﹤0.01%
1,329
907
$51K ﹤0.01%
972
908
$51K ﹤0.01%
342
+15
909
$51K ﹤0.01%
833
-1,097
910
$51K ﹤0.01%
826
-93
911
$50K ﹤0.01%
500
-259
912
$50K ﹤0.01%
993
-608
913
$50K ﹤0.01%
2,366
+1,369
914
$50K ﹤0.01%
981
+226
915
$50K ﹤0.01%
800
916
$50K ﹤0.01%
345
+220
917
$50K ﹤0.01%
2,209
+380
918
$50K ﹤0.01%
1,119
-36
919
$49K ﹤0.01%
637
920
$49K ﹤0.01%
1,325
921
$49K ﹤0.01%
993
922
$49K ﹤0.01%
1,746
+706
923
$49K ﹤0.01%
1,004
+55
924
$49K ﹤0.01%
1,106
+231
925
$49K ﹤0.01%
1,175
+50
35 36
37
38 39