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
1851
$2K ﹤0.01%
69
1852
$2K ﹤0.01%
+3
1853
$2K ﹤0.01%
88
1854
$2K ﹤0.01%
83
1855
$2K ﹤0.01%
22
-12
1856
$2K ﹤0.01%
154
+50
1857
$2K ﹤0.01%
+73
1858
$2K ﹤0.01%
31
-44
1859
$2K ﹤0.01%
288
+36
1860
$2K ﹤0.01%
+56
1861
$2K ﹤0.01%
96
-236
1862
$2K ﹤0.01%
140
1863
$2K ﹤0.01%
23
1864
$2K ﹤0.01%
25
-175
1865
$2K ﹤0.01%
132
-421
1866
$2K ﹤0.01%
75
1867
$2K ﹤0.01%
2
1868
$2K ﹤0.01%
29
1869
$2K ﹤0.01%
30
1870
$2K ﹤0.01%
64
-23
1871
$2K ﹤0.01%
481
1872
$2K ﹤0.01%
87
1873
$2K ﹤0.01%
256
1874
$2K ﹤0.01%
47
1875
$2K ﹤0.01%
111
+37
73 74
75
76 77