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
1576
$6K ﹤0.01%
1,000
1577
$6K ﹤0.01%
75
1578
$6K ﹤0.01%
115
1579
$6K ﹤0.01%
77
+1
1580
$6K ﹤0.01%
+36
1581
$6K ﹤0.01%
282
1582
$6K ﹤0.01%
490
+44
1583
$6K ﹤0.01%
+85
1584
$6K ﹤0.01%
62
+11
1585
$6K ﹤0.01%
+22
1586
$6K ﹤0.01%
575
+355
1587
$6K ﹤0.01%
94
1588
$6K ﹤0.01%
565
-239
1589
$6K ﹤0.01%
147
-2,250
1590
$6K ﹤0.01%
966
-254
1591
$6K ﹤0.01%
288
+94
1592
$6K ﹤0.01%
50
1593
$5K ﹤0.01%
332
-38
1594
$5K ﹤0.01%
247
+5
1595
$5K ﹤0.01%
253
-250
1596
$5K ﹤0.01%
84
1597
$5K ﹤0.01%
188
-4
1598
$5K ﹤0.01%
312
-381
1599
$5K ﹤0.01%
115
1600
$5K ﹤0.01%
1,600
62 63
64
65 66