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
1801
$2K ﹤0.01%
45
1802
$2K ﹤0.01%
+44
1803
$2K ﹤0.01%
+138
1804
$2K ﹤0.01%
98
-64
1805
$2K ﹤0.01%
188
1806
$2K ﹤0.01%
+62
1807
$2K ﹤0.01%
+22
1808
$2K ﹤0.01%
100
1809
$2K ﹤0.01%
+195
1810
$2K ﹤0.01%
+36
1811
$2K ﹤0.01%
4
-3
1812
$2K ﹤0.01%
300
1813
$2K ﹤0.01%
62
-21
1814
$2K ﹤0.01%
+41
1815
$2K ﹤0.01%
317
-765
1816
$2K ﹤0.01%
64
1817
$2K ﹤0.01%
+20
1818
$2K ﹤0.01%
120
1819
$2K ﹤0.01%
71
1820
$2K ﹤0.01%
775
1821
$2K ﹤0.01%
+55
1822
$2K ﹤0.01%
96
-48
1823
$2K ﹤0.01%
32
1824
$2K ﹤0.01%
40
+18
1825
$2K ﹤0.01%
105
-101
71 72
73
74 75