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
1726
$3K ﹤0.01%
81
1727
$3K ﹤0.01%
33
1728
$3K ﹤0.01%
44
1729
$3K ﹤0.01%
200
-100
1730
$3K ﹤0.01%
48
-139
1731
$3K ﹤0.01%
133
-436
1732
$3K ﹤0.01%
+36
1733
$3K ﹤0.01%
+30
1734
$3K ﹤0.01%
203
1735
$3K ﹤0.01%
244
1736
$3K ﹤0.01%
38
1737
$3K ﹤0.01%
77
1738
$3K ﹤0.01%
136
1739
$3K ﹤0.01%
+76
1740
$3K ﹤0.01%
140
-24
1741
$3K ﹤0.01%
155
-222
1742
$3K ﹤0.01%
36
1743
$3K ﹤0.01%
76
+41
1744
$3K ﹤0.01%
700
-321
1745
$3K ﹤0.01%
235
-806
1746
$3K ﹤0.01%
282
1747
$3K ﹤0.01%
+95
1748
$3K ﹤0.01%
31
-175
1749
$3K ﹤0.01%
170
1750
$3K ﹤0.01%
66
68 69
70
71 72