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
1626
$5K ﹤0.01%
41
+5
1627
$5K ﹤0.01%
120
1628
$5K ﹤0.01%
+131
1629
$5K ﹤0.01%
248
-67
1630
$5K ﹤0.01%
649
-1
1631
$5K ﹤0.01%
+500
1632
$5K ﹤0.01%
70
+49
1633
$5K ﹤0.01%
800
+150
1634
$5K ﹤0.01%
+89
1635
$5K ﹤0.01%
339
+244
1636
$5K ﹤0.01%
38
1637
$5K ﹤0.01%
71
-59
1638
$4K ﹤0.01%
+165
1639
$4K ﹤0.01%
169
+86
1640
$4K ﹤0.01%
66
+18
1641
$4K ﹤0.01%
173
-827
1642
$4K ﹤0.01%
100
1643
$4K ﹤0.01%
267
+105
1644
$4K ﹤0.01%
132
-292
1645
$4K ﹤0.01%
+239
1646
$4K ﹤0.01%
83
-12
1647
$4K ﹤0.01%
89
1648
$4K ﹤0.01%
100
-30
1649
$4K ﹤0.01%
37
1650
$4K ﹤0.01%
115
+58
64 65
66
67 68