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 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
1601
$5K ﹤0.01%
335
+84
1602
$5K ﹤0.01%
417
1603
$5K ﹤0.01%
60
+20
1604
$5K ﹤0.01%
307
-11
1605
$5K ﹤0.01%
+55
1606
$5K ﹤0.01%
41
1607
$5K ﹤0.01%
143
-390
1608
$5K ﹤0.01%
78
+23
1609
$5K ﹤0.01%
126
+74
1610
$5K ﹤0.01%
+125
1611
$5K ﹤0.01%
300
1612
$5K ﹤0.01%
52
1613
$5K ﹤0.01%
189
1614
$5K ﹤0.01%
375
1615
$5K ﹤0.01%
+500
1616
$5K ﹤0.01%
81
1617
$5K ﹤0.01%
73
1618
$5K ﹤0.01%
+146
1619
$5K ﹤0.01%
152
+132
1620
$5K ﹤0.01%
+125
1621
$5K ﹤0.01%
348
+116
1622
$5K ﹤0.01%
275
1623
$5K ﹤0.01%
89
1624
$5K ﹤0.01%
268
+46
1625
$5K ﹤0.01%
+123