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
926
$49K ﹤0.01%
866
927
$49K ﹤0.01%
4,087
928
$49K ﹤0.01%
877
929
$49K ﹤0.01%
786
-15
930
$49K ﹤0.01%
535
931
$49K ﹤0.01%
195
+163
932
$49K ﹤0.01%
313
+20
933
$49K ﹤0.01%
+900
934
$49K ﹤0.01%
1,455
935
$49K ﹤0.01%
1,361
-228
936
$48K ﹤0.01%
2,500
-235
937
$48K ﹤0.01%
2,151
-1,223
938
$48K ﹤0.01%
564
+37
939
$48K ﹤0.01%
+2,380
940
$48K ﹤0.01%
201
+19
941
$48K ﹤0.01%
2,267
+382
942
$48K ﹤0.01%
307
+135
943
$48K ﹤0.01%
3,894
+752
944
$47K ﹤0.01%
1,118
+471
945
$47K ﹤0.01%
622
946
$47K ﹤0.01%
794
+639
947
$47K ﹤0.01%
709
+5
948
$47K ﹤0.01%
921
+187
949
$47K ﹤0.01%
744
-65
950
$47K ﹤0.01%
7,689
-20,918
36 37
38
39 40