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
1651
$4K ﹤0.01%
+90
1652
$4K ﹤0.01%
20
1653
$4K ﹤0.01%
+205
1654
$4K ﹤0.01%
150
1655
$4K ﹤0.01%
51
1656
$4K ﹤0.01%
72
1657
$4K ﹤0.01%
31
1658
$4K ﹤0.01%
255
+113
1659
$4K ﹤0.01%
36
-8
1660
$4K ﹤0.01%
135
-85
1661
$4K ﹤0.01%
96
1662
$4K ﹤0.01%
106
+71
1663
$4K ﹤0.01%
91
1664
$4K ﹤0.01%
1,194
1665
$4K ﹤0.01%
33
1666
$4K ﹤0.01%
+94
1667
$4K ﹤0.01%
141
+51
1668
$4K ﹤0.01%
65
1669
$4K ﹤0.01%
12
+7
1670
$4K ﹤0.01%
72
-13
1671
$4K ﹤0.01%
71
1672
$4K ﹤0.01%
205
1673
$4K ﹤0.01%
110
-130
1674
$4K ﹤0.01%
307
1675
$4K ﹤0.01%
67
-112
65 66
67
68 69