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
1051
$35K ﹤0.01%
+1,250
1052
$35K ﹤0.01%
754
-20
1053
$35K ﹤0.01%
754
+124
1054
$34K ﹤0.01%
547
1055
$34K ﹤0.01%
3,643
+694
1056
$34K ﹤0.01%
753
1057
$34K ﹤0.01%
1,141
-2
1058
$34K ﹤0.01%
105
1059
$34K ﹤0.01%
1,118
+456
1060
$33K ﹤0.01%
703
-491
1061
$33K ﹤0.01%
428
1062
$33K ﹤0.01%
1,650
+53
1063
$33K ﹤0.01%
1,005
+234
1064
$33K ﹤0.01%
684
+8
1065
$33K ﹤0.01%
385
-298
1066
$33K ﹤0.01%
161
1067
$33K ﹤0.01%
1,418
+118
1068
$33K ﹤0.01%
247
+12
1069
$33K ﹤0.01%
1,605
1070
$33K ﹤0.01%
849
1071
$32K ﹤0.01%
370
+15
1072
$32K ﹤0.01%
2,100
+621
1073
$32K ﹤0.01%
1,161
1074
$32K ﹤0.01%
644
+6
1075
$32K ﹤0.01%
3,314
41 42
43
44 45