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
1076
$32K ﹤0.01%
924
1077
$32K ﹤0.01%
260
+246
1078
$32K ﹤0.01%
225
1079
$32K ﹤0.01%
200
1080
$32K ﹤0.01%
110
+37
1081
$32K ﹤0.01%
626
1082
$31K ﹤0.01%
651
-71
1083
$31K ﹤0.01%
1,645
+1,023
1084
$31K ﹤0.01%
1,500
1085
$31K ﹤0.01%
1,130
1086
$31K ﹤0.01%
586
1087
$31K ﹤0.01%
355
+24
1088
$31K ﹤0.01%
1,344
+48
1089
$31K ﹤0.01%
720
1090
$31K ﹤0.01%
7,008
-5,198
1091
$30K ﹤0.01%
624
+315
1092
$30K ﹤0.01%
271
+55
1093
$30K ﹤0.01%
163
+67
1094
$30K ﹤0.01%
161
1095
$30K ﹤0.01%
1,703
-584
1096
$30K ﹤0.01%
386
1097
$30K ﹤0.01%
1,268
+17
1098
$30K ﹤0.01%
831
+84
1099
$30K ﹤0.01%
584
-10
1100
$30K ﹤0.01%
798
+7
42 43
44
45 46