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
1826
$2K ﹤0.01%
35
1827
$2K ﹤0.01%
103
1828
$2K ﹤0.01%
+69
1829
$2K ﹤0.01%
66
1830
$2K ﹤0.01%
130
1831
$2K ﹤0.01%
17
+10
1832
$2K ﹤0.01%
66
1833
$2K ﹤0.01%
+62
1834
$2K ﹤0.01%
+34
1835
$2K ﹤0.01%
43
1836
$2K ﹤0.01%
32
1837
$2K ﹤0.01%
+51
1838
$2K ﹤0.01%
79
+41
1839
$2K ﹤0.01%
73
1840
$2K ﹤0.01%
354
-3,728
1841
$2K ﹤0.01%
+168
1842
$2K ﹤0.01%
32
+28
1843
$2K ﹤0.01%
58
1844
$2K ﹤0.01%
+101
1845
$2K ﹤0.01%
+158
1846
$2K ﹤0.01%
93
+23
1847
$2K ﹤0.01%
+10
1848
$2K ﹤0.01%
114
1849
$2K ﹤0.01%
73
-26
1850
$2K ﹤0.01%
53
-29
72 73
74
75 76