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
1126
$27K ﹤0.01%
213
+2
1127
$27K ﹤0.01%
46,747
1128
$27K ﹤0.01%
887
1129
$27K ﹤0.01%
687
-59
1130
$27K ﹤0.01%
1,500
-55
1131
$27K ﹤0.01%
337
+332
1132
$27K ﹤0.01%
3,420
+1,993
1133
$27K ﹤0.01%
559
+51
1134
$27K ﹤0.01%
559
-18
1135
$27K ﹤0.01%
1,770
+29
1136
$27K ﹤0.01%
234
+154
1137
$27K ﹤0.01%
2,559
+698
1138
$27K ﹤0.01%
700
+235
1139
$27K ﹤0.01%
131
-88
1140
$26K ﹤0.01%
528
-504
1141
$26K ﹤0.01%
8,422
1142
$26K ﹤0.01%
1,049
1143
$26K ﹤0.01%
811
1144
$26K ﹤0.01%
433
+211
1145
$26K ﹤0.01%
171
1146
$26K ﹤0.01%
499
-47
1147
$26K ﹤0.01%
1,491
+241
1148
$26K ﹤0.01%
1,287
+334
1149
$25K ﹤0.01%
815
+274
1150
$25K ﹤0.01%
153
+16
44 45
46
47 48