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
1301
$16K ﹤0.01%
388
1302
$16K ﹤0.01%
1,049
1303
$16K ﹤0.01%
567
+138
1304
$16K ﹤0.01%
166
+81
1305
$16K ﹤0.01%
276
+35
1306
$16K ﹤0.01%
1,731
-237
1307
$16K ﹤0.01%
84
1308
$16K ﹤0.01%
214
1309
$16K ﹤0.01%
65
-3
1310
$16K ﹤0.01%
1,400
1311
$16K ﹤0.01%
1,075
1312
$16K ﹤0.01%
+350
1313
$16K ﹤0.01%
154
1314
$16K ﹤0.01%
334
1315
$15K ﹤0.01%
500
1316
$15K ﹤0.01%
+243
1317
$15K ﹤0.01%
477
1318
$15K ﹤0.01%
+486
1319
$15K ﹤0.01%
156
1320
$15K ﹤0.01%
292
1321
$15K ﹤0.01%
23
1322
$15K ﹤0.01%
2,580
+417
1323
$15K ﹤0.01%
179
+95
1324
$15K ﹤0.01%
399
1325
$14K ﹤0.01%
+1,730
51 52
53
54 55