S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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 3.39%
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%
256
1779
$2K ﹤0.01%
47
1780
$2K ﹤0.01%
111
+37
1781
$2K ﹤0.01%
+3
1782
$2K ﹤0.01%
305
1783
$2K ﹤0.01%
28
+6
1784
$2K ﹤0.01%
+49
1785
$2K ﹤0.01%
+15
1786
$2K ﹤0.01%
698
1787
$2K ﹤0.01%
189
1788
$2K ﹤0.01%
+125
1789
$2K ﹤0.01%
100
1790
$2K ﹤0.01%
120
-4
1791
$2K ﹤0.01%
+68
1792
$2K ﹤0.01%
+44
1793
$2K ﹤0.01%
35
1794
$2K ﹤0.01%
+86
1795
$2K ﹤0.01%
+335
1796
$2K ﹤0.01%
58
1797
$2K ﹤0.01%
91
1798
$2K ﹤0.01%
+560
1799
$2K ﹤0.01%
28
1800
$2K ﹤0.01%
73
70 71
72
73 74