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
1401
$11K ﹤0.01%
719
-5
1402
$11K ﹤0.01%
1,209
+20
1403
$11K ﹤0.01%
326
-1,721
1404
$11K ﹤0.01%
322
1405
$11K ﹤0.01%
+385
1406
$11K ﹤0.01%
148
-92
1407
$11K ﹤0.01%
186
-23
1408
$11K ﹤0.01%
107
+18
1409
$11K ﹤0.01%
945
+545
1410
$11K ﹤0.01%
133
1411
$11K ﹤0.01%
138
1412
$11K ﹤0.01%
111
1413
$11K ﹤0.01%
400
-33
1414
$11K ﹤0.01%
2,475
+2,332
1415
$11K ﹤0.01%
+285
1416
$11K ﹤0.01%
+2,000
1417
$11K ﹤0.01%
323
+142
1418
$11K ﹤0.01%
450
+100
1419
$11K ﹤0.01%
178
1420
$11K ﹤0.01%
62
1421
$11K ﹤0.01%
+202
1422
$11K ﹤0.01%
232
+56
1423
$11K ﹤0.01%
322
-30
1424
$11K ﹤0.01%
236
-20
1425
$11K ﹤0.01%
72
55 56
57
58 59