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
1251
$18K ﹤0.01%
363
+32
1252
$18K ﹤0.01%
560
-22
1253
$18K ﹤0.01%
423
1254
$18K ﹤0.01%
718
1255
$18K ﹤0.01%
655
-1,414
1256
$18K ﹤0.01%
168
-5
1257
$18K ﹤0.01%
750
1258
$18K ﹤0.01%
+300
1259
$18K ﹤0.01%
658
+555
1260
$18K ﹤0.01%
148
1261
$18K ﹤0.01%
357
-213
1262
$18K ﹤0.01%
403
+2
1263
$17K ﹤0.01%
198
-289
1264
$17K ﹤0.01%
727
+67
1265
$17K ﹤0.01%
115
+15
1266
$17K ﹤0.01%
407
+3
1267
$17K ﹤0.01%
146
+5
1268
$17K ﹤0.01%
250
1269
$17K ﹤0.01%
36
+18
1270
$17K ﹤0.01%
56
+28
1271
$17K ﹤0.01%
127
1272
$17K ﹤0.01%
286
1273
$17K ﹤0.01%
163
1274
$17K ﹤0.01%
400
1275
$17K ﹤0.01%
700
49 50
51
52 53