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
1326
$14K ﹤0.01%
61
1327
$14K ﹤0.01%
244
+217
1328
$14K ﹤0.01%
526
+371
1329
$14K ﹤0.01%
1,330
-65
1330
$14K ﹤0.01%
769
+467
1331
$14K ﹤0.01%
107
1332
$14K ﹤0.01%
3,010
1333
$14K ﹤0.01%
312
+70
1334
$14K ﹤0.01%
1,001
+994
1335
$14K ﹤0.01%
169
1336
$14K ﹤0.01%
116
-128
1337
$14K ﹤0.01%
408
+189
1338
$14K ﹤0.01%
344
1339
$14K ﹤0.01%
+1,020
1340
$14K ﹤0.01%
177
-338
1341
$14K ﹤0.01%
+1,235
1342
$14K ﹤0.01%
+1,134
1343
$14K ﹤0.01%
290
-389
1344
$14K ﹤0.01%
2,585
1345
$14K ﹤0.01%
180
-25
1346
$14K ﹤0.01%
+109
1347
$14K ﹤0.01%
1,500
1348
$14K ﹤0.01%
1,500
1349
$13K ﹤0.01%
300
1350
$13K ﹤0.01%
787
-76
52 53
54
55 56