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
1801
$2K ﹤0.01%
130
1802
$2K ﹤0.01%
17
+10
1803
$2K ﹤0.01%
66
1804
$2K ﹤0.01%
+62
1805
$2K ﹤0.01%
+34
1806
$2K ﹤0.01%
43
1807
$2K ﹤0.01%
32
1808
$2K ﹤0.01%
+51
1809
$2K ﹤0.01%
79
+41
1810
$2K ﹤0.01%
73
1811
$2K ﹤0.01%
354
-3,728
1812
$2K ﹤0.01%
+168
1813
$2K ﹤0.01%
32
+28
1814
$2K ﹤0.01%
58
1815
$2K ﹤0.01%
+101
1816
$2K ﹤0.01%
+158
1817
$2K ﹤0.01%
93
+23
1818
$2K ﹤0.01%
114
1819
$2K ﹤0.01%
73
-26
1820
$2K ﹤0.01%
53
-29
1821
$2K ﹤0.01%
+170
1822
$2K ﹤0.01%
+107
1823
$2K ﹤0.01%
9
-21
1824
$2K ﹤0.01%
+52
1825
$2K ﹤0.01%
+49
71 72
73
74 75