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
1476
$9K ﹤0.01%
56
+3
1477
$9K ﹤0.01%
243
1478
$9K ﹤0.01%
2,116
1479
$9K ﹤0.01%
561
+63
1480
$9K ﹤0.01%
191
-51
1481
$9K ﹤0.01%
2,247
+412
1482
$9K ﹤0.01%
4,246
+1,121
1483
$8K ﹤0.01%
296
1484
$8K ﹤0.01%
95
+10
1485
$8K ﹤0.01%
61
+25
1486
$8K ﹤0.01%
+251
1487
$8K ﹤0.01%
82
+20
1488
$8K ﹤0.01%
282
1489
$8K ﹤0.01%
18
1490
$8K ﹤0.01%
184
-97
1491
$8K ﹤0.01%
164
-95
1492
$8K ﹤0.01%
75
-28
1493
$8K ﹤0.01%
78
+10
1494
$8K ﹤0.01%
105
1495
$8K ﹤0.01%
169
1496
$8K ﹤0.01%
114
+51
1497
$8K ﹤0.01%
109
1498
$8K ﹤0.01%
400
+50
1499
$8K ﹤0.01%
+700
1500
$8K ﹤0.01%
74
58 59
60
61 62