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
1376
$13K ﹤0.01%
1,005
+347
1377
$13K ﹤0.01%
118
-65
1378
$13K ﹤0.01%
247
-77
1379
$13K ﹤0.01%
+750
1380
$12K ﹤0.01%
298
1381
$12K ﹤0.01%
152
+23
1382
$12K ﹤0.01%
243
-126
1383
$12K ﹤0.01%
276
-19
1384
$12K ﹤0.01%
211
-69
1385
$12K ﹤0.01%
1,250
1386
$12K ﹤0.01%
1,200
+26
1387
$12K ﹤0.01%
2,000
1388
$12K ﹤0.01%
800
1389
$12K ﹤0.01%
500
-543
1390
$12K ﹤0.01%
251
+40
1391
$12K ﹤0.01%
325
+53
1392
$12K ﹤0.01%
231
+132
1393
$12K ﹤0.01%
+1,600
1394
$12K ﹤0.01%
168
-50
1395
$12K ﹤0.01%
276
1396
$12K ﹤0.01%
15
1397
$12K ﹤0.01%
611
1398
$11K ﹤0.01%
+507
1399
$11K ﹤0.01%
544
+285
1400
$11K ﹤0.01%
98
+3
54 55
56
57 58