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
1751
$3K ﹤0.01%
210
1752
$3K ﹤0.01%
206
-292
1753
$3K ﹤0.01%
143
-398
1754
$3K ﹤0.01%
79
1755
$3K ﹤0.01%
120
+82
1756
$3K ﹤0.01%
25
-25
1757
$3K ﹤0.01%
+100
1758
$3K ﹤0.01%
68
1759
$3K ﹤0.01%
195
1760
$3K ﹤0.01%
77
1761
$3K ﹤0.01%
358
-56
1762
$3K ﹤0.01%
39
1763
$3K ﹤0.01%
128
+18
1764
$3K ﹤0.01%
78
+21
1765
$3K ﹤0.01%
+1,415
1766
$3K ﹤0.01%
240
+82
1767
$3K ﹤0.01%
109
+10
1768
$3K ﹤0.01%
219
-200
1769
$3K ﹤0.01%
65
1770
$3K ﹤0.01%
85
+10
1771
$3K ﹤0.01%
34
1772
$3K ﹤0.01%
923
+830
1773
$3K ﹤0.01%
36
1774
$3K ﹤0.01%
+33
1775
$3K ﹤0.01%
30
69 70
71
72 73