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
1676
$4K ﹤0.01%
21
1677
$4K ﹤0.01%
60
+5
1678
$4K ﹤0.01%
140
+23
1679
$4K ﹤0.01%
128
1680
$4K ﹤0.01%
+290
1681
$4K ﹤0.01%
241
+99
1682
$4K ﹤0.01%
+516
1683
$4K ﹤0.01%
40
+6
1684
$4K ﹤0.01%
99
1685
$4K ﹤0.01%
500
1686
$4K ﹤0.01%
280
+5
1687
$4K ﹤0.01%
3,500
+3,000
1688
$4K ﹤0.01%
803
1689
$4K ﹤0.01%
209
1690
$4K ﹤0.01%
25
1691
$3K ﹤0.01%
102
+17
1692
$3K ﹤0.01%
230
1693
$3K ﹤0.01%
79
-135
1694
$3K ﹤0.01%
101
+59
1695
$3K ﹤0.01%
9
1696
$3K ﹤0.01%
131
1697
$3K ﹤0.01%
32
1698
$3K ﹤0.01%
+98
1699
$3K ﹤0.01%
38
+17
1700
$3K ﹤0.01%
102
66 67
68
69 70