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
1851
$2K ﹤0.01%
+170
1852
$2K ﹤0.01%
+107
1853
$2K ﹤0.01%
9
-21
1854
$2K ﹤0.01%
+52
1855
$2K ﹤0.01%
+49
1856
$2K ﹤0.01%
61
1857
$2K ﹤0.01%
87
1858
$2K ﹤0.01%
31
+9
1859
$2K ﹤0.01%
31
1860
$2K ﹤0.01%
114
-631
1861
$2K ﹤0.01%
9
1862
$2K ﹤0.01%
115
1863
$2K ﹤0.01%
110
1864
$2K ﹤0.01%
1,000
1865
$2K ﹤0.01%
+40
1866
$2K ﹤0.01%
18
1867
$2K ﹤0.01%
72
-90
1868
$2K ﹤0.01%
88
1869
$2K ﹤0.01%
+62
1870
$2K ﹤0.01%
60
1871
$2K ﹤0.01%
+89
1872
$2K ﹤0.01%
12
1873
$2K ﹤0.01%
+115
1874
$2K ﹤0.01%
+47
1875
$2K ﹤0.01%
498
-65
73 74
75
76 77