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
1776
$3K ﹤0.01%
96
1777
$3K ﹤0.01%
193
-499
1778
$2K ﹤0.01%
+41
1779
$2K ﹤0.01%
114
-38
1780
$2K ﹤0.01%
188
1781
$2K ﹤0.01%
+36
1782
$2K ﹤0.01%
4
-3
1783
$2K ﹤0.01%
300
1784
$2K ﹤0.01%
+62
1785
$2K ﹤0.01%
62
-21
1786
$2K ﹤0.01%
317
-765
1787
$2K ﹤0.01%
64
1788
$2K ﹤0.01%
+20
1789
$2K ﹤0.01%
120
1790
$2K ﹤0.01%
71
1791
$2K ﹤0.01%
775
1792
$2K ﹤0.01%
+55
1793
$2K ﹤0.01%
96
-48
1794
$2K ﹤0.01%
32
1795
$2K ﹤0.01%
40
+18
1796
$2K ﹤0.01%
105
-101
1797
$2K ﹤0.01%
35
1798
$2K ﹤0.01%
103
1799
$2K ﹤0.01%
+69
1800
$2K ﹤0.01%
66
70 71
72
73 74