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
1701
$3K ﹤0.01%
104
1702
$3K ﹤0.01%
94
1703
$3K ﹤0.01%
64
1704
$3K ﹤0.01%
188
1705
$3K ﹤0.01%
98
+63
1706
$3K ﹤0.01%
30
1707
$3K ﹤0.01%
7
1708
$3K ﹤0.01%
173
1709
$3K ﹤0.01%
31
1710
$3K ﹤0.01%
292
1711
$3K ﹤0.01%
121
1712
$3K ﹤0.01%
83
1713
$3K ﹤0.01%
138
-1,235
1714
$3K ﹤0.01%
+56
1715
$3K ﹤0.01%
72
+28
1716
$3K ﹤0.01%
+57
1717
$3K ﹤0.01%
159
1718
$3K ﹤0.01%
277
-114
1719
$3K ﹤0.01%
42
+22
1720
$3K ﹤0.01%
36
1721
$3K ﹤0.01%
32
1722
$3K ﹤0.01%
58
1723
$3K ﹤0.01%
46
1724
$3K ﹤0.01%
40
1725
$3K ﹤0.01%
86
67 68
69
70 71