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
976
$43K ﹤0.01%
1,712
-11,888
977
$43K ﹤0.01%
293
978
$43K ﹤0.01%
1,332
979
$42K ﹤0.01%
3,992
+2,126
980
$42K ﹤0.01%
520
981
$42K ﹤0.01%
752
+14
982
$42K ﹤0.01%
3,300
983
$42K ﹤0.01%
1,308
-983
984
$42K ﹤0.01%
363
985
$42K ﹤0.01%
4,702
+3,128
986
$42K ﹤0.01%
22,015
+5,422
987
$42K ﹤0.01%
6,647
-1,357
988
$41K ﹤0.01%
1,082
+312
989
$41K ﹤0.01%
919
-1,033
990
$41K ﹤0.01%
389
991
$41K ﹤0.01%
1,170
-130
992
$41K ﹤0.01%
1,819
993
$41K ﹤0.01%
1,584
994
$41K ﹤0.01%
910
+24
995
$40K ﹤0.01%
2,193
+413
996
$40K ﹤0.01%
246
-72
997
$40K ﹤0.01%
592
+212
998
$40K ﹤0.01%
1,682
-1,012
999
$40K ﹤0.01%
994
-35
1000
$40K ﹤0.01%
673
38 39
40
41 42