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
1101
$30K ﹤0.01%
671
+200
1102
$30K ﹤0.01%
1,250
-1,550
1103
$30K ﹤0.01%
771
-114
1104
$29K ﹤0.01%
707
1105
$29K ﹤0.01%
610
1106
$29K ﹤0.01%
633
+600
1107
$29K ﹤0.01%
611
-920
1108
$29K ﹤0.01%
1,155
-3,013
1109
$29K ﹤0.01%
573
+391
1110
$29K ﹤0.01%
450
-708
1111
$29K ﹤0.01%
237
+7
1112
$29K ﹤0.01%
2,331
1113
$28K ﹤0.01%
270
1114
$28K ﹤0.01%
+1,162
1115
$28K ﹤0.01%
788
+3
1116
$28K ﹤0.01%
2,166
-1,440
1117
$28K ﹤0.01%
+1,000
1118
$28K ﹤0.01%
808
1119
$28K ﹤0.01%
341
1120
$28K ﹤0.01%
261
+10
1121
$28K ﹤0.01%
406
+172
1122
$27K ﹤0.01%
707
1123
$27K ﹤0.01%
665
1124
$27K ﹤0.01%
1,576
+785
1125
$27K ﹤0.01%
904
+2
43 44
45
46 47