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
1526
$7K ﹤0.01%
132
1527
$7K ﹤0.01%
81
+19
1528
$7K ﹤0.01%
84
1529
$7K ﹤0.01%
106
+56
1530
$7K ﹤0.01%
127
1531
$7K ﹤0.01%
57
+5
1532
$7K ﹤0.01%
650
+61
1533
$7K ﹤0.01%
321
-36
1534
$7K ﹤0.01%
+400
1535
$7K ﹤0.01%
185
-2,791
1536
$7K ﹤0.01%
144
-18
1537
$7K ﹤0.01%
292
1538
$7K ﹤0.01%
58
+51
1539
$7K ﹤0.01%
1,071
+796
1540
$7K ﹤0.01%
353
+40
1541
$7K ﹤0.01%
+156
1542
$7K ﹤0.01%
624
+181
1543
$7K ﹤0.01%
651
1544
$7K ﹤0.01%
513
1545
$7K ﹤0.01%
1,500
1546
$7K ﹤0.01%
112
-35
1547
$7K ﹤0.01%
3,669
-1,012
1548
$6K ﹤0.01%
113
+41
1549
$6K ﹤0.01%
146
1550
$6K ﹤0.01%
38
-154
60 61
62
63 64