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 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
1151
$25K ﹤0.01%
553
1152
$25K ﹤0.01%
401
1153
$25K ﹤0.01%
114
1154
$25K ﹤0.01%
2,568
-365
1155
$25K ﹤0.01%
407
+179
1156
$25K ﹤0.01%
735
1157
$25K ﹤0.01%
6,666
1158
$25K ﹤0.01%
737
+210
1159
$24K ﹤0.01%
239
+55
1160
$24K ﹤0.01%
426
1161
$24K ﹤0.01%
204
1162
$24K ﹤0.01%
1,952
1163
$24K ﹤0.01%
520
-8
1164
$24K ﹤0.01%
248
+16
1165
$24K ﹤0.01%
338
1166
$24K ﹤0.01%
9,505
+5,932
1167
$24K ﹤0.01%
211
1168
$24K ﹤0.01%
+832
1169
$24K ﹤0.01%
694
-37
1170
$23K ﹤0.01%
733
1171
$23K ﹤0.01%
3,716
1172
$23K ﹤0.01%
1,151
+154
1173
$23K ﹤0.01%
579
1174
$23K ﹤0.01%
796
+680
1175
$23K ﹤0.01%
250
-1,801