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
1451
$10K ﹤0.01%
180
-5
1452
$10K ﹤0.01%
837
1453
$10K ﹤0.01%
68
1454
$10K ﹤0.01%
5,611
+2,653
1455
$10K ﹤0.01%
75
+7
1456
$10K ﹤0.01%
3,978
-2,417
1457
$10K ﹤0.01%
2,412
+1,206
1458
$9K ﹤0.01%
129
1459
$9K ﹤0.01%
104
1460
$9K ﹤0.01%
75
1461
$9K ﹤0.01%
444
-38
1462
$9K ﹤0.01%
264
+37
1463
$9K ﹤0.01%
1,000
1464
$9K ﹤0.01%
+300
1465
$9K ﹤0.01%
507
-556
1466
$9K ﹤0.01%
233
-58
1467
$9K ﹤0.01%
2,000
1468
$9K ﹤0.01%
580
1469
$9K ﹤0.01%
142
1470
$9K ﹤0.01%
50
-7
1471
$9K ﹤0.01%
235
-80
1472
$9K ﹤0.01%
161
+90
1473
$9K ﹤0.01%
99
-108
1474
$9K ﹤0.01%
480
+130
1475
$9K ﹤0.01%
130
57 58
59
60 61