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
1826
$2K ﹤0.01%
61
1827
$2K ﹤0.01%
87
1828
$2K ﹤0.01%
31
+9
1829
$2K ﹤0.01%
31
1830
$2K ﹤0.01%
114
-631
1831
$2K ﹤0.01%
9
1832
$2K ﹤0.01%
115
1833
$2K ﹤0.01%
110
1834
$2K ﹤0.01%
1,000
1835
$2K ﹤0.01%
+40
1836
$2K ﹤0.01%
18
1837
$2K ﹤0.01%
72
-90
1838
$2K ﹤0.01%
+22
1839
$2K ﹤0.01%
88
1840
$2K ﹤0.01%
+62
1841
$2K ﹤0.01%
60
1842
$2K ﹤0.01%
+89
1843
$2K ﹤0.01%
12
1844
$2K ﹤0.01%
+115
1845
$2K ﹤0.01%
+47
1846
$2K ﹤0.01%
498
-65
1847
$2K ﹤0.01%
23
1848
$2K ﹤0.01%
100
1849
$2K ﹤0.01%
21
1850
$2K ﹤0.01%
44
72 73
74
75 76