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
1226
$19K ﹤0.01%
373
1227
$19K ﹤0.01%
151
1228
$19K ﹤0.01%
+1,000
1229
$19K ﹤0.01%
709
+700
1230
$19K ﹤0.01%
499
+22
1231
$19K ﹤0.01%
633
+473
1232
$19K ﹤0.01%
564
1233
$19K ﹤0.01%
750
1234
$19K ﹤0.01%
1,260
+623
1235
$19K ﹤0.01%
621
-530
1236
$19K ﹤0.01%
524
1237
$19K ﹤0.01%
643
-279
1238
$19K ﹤0.01%
+379
1239
$19K ﹤0.01%
+150
1240
$19K ﹤0.01%
755
1241
$19K ﹤0.01%
351
1242
$19K ﹤0.01%
1,190
-252
1243
$19K ﹤0.01%
+760
1244
$19K ﹤0.01%
569
-100
1245
$19K ﹤0.01%
+1,095
1246
$18K ﹤0.01%
341
1247
$18K ﹤0.01%
140
+12
1248
$18K ﹤0.01%
714
-336
1249
$18K ﹤0.01%
+759
1250
$18K ﹤0.01%
146
+68
48 49
50
51 52