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
1201
$21K ﹤0.01%
577
+71
1202
$21K ﹤0.01%
1,224
+1,100
1203
$21K ﹤0.01%
235
+23
1204
$21K ﹤0.01%
793
-146
1205
$21K ﹤0.01%
+800
1206
$21K ﹤0.01%
2,345
+361
1207
$21K ﹤0.01%
5,053
+3,053
1208
$21K ﹤0.01%
398
+59
1209
$20K ﹤0.01%
609
+53
1210
$20K ﹤0.01%
83
-30
1211
$20K ﹤0.01%
500
1212
$20K ﹤0.01%
1,042
+242
1213
$20K ﹤0.01%
314
1214
$20K ﹤0.01%
789
-567
1215
$20K ﹤0.01%
+380
1216
$20K ﹤0.01%
+411
1217
$20K ﹤0.01%
586
1218
$20K ﹤0.01%
405
-1,161
1219
$20K ﹤0.01%
1,800
1220
$20K ﹤0.01%
870
+7
1221
$19K ﹤0.01%
969
+404
1222
$19K ﹤0.01%
387
1223
$19K ﹤0.01%
320
+10
1224
$19K ﹤0.01%
280
-151
1225
$19K ﹤0.01%
2,045
+500
47 48
49
50 51