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
1901
$2K ﹤0.01%
87
1902
$1K ﹤0.01%
+110
1903
$1K ﹤0.01%
11
1904
$1K ﹤0.01%
+90
1905
$1K ﹤0.01%
163
-199
1906
$1K ﹤0.01%
40
1907
$1K ﹤0.01%
28
+18
1908
$1K ﹤0.01%
30
1909
$1K ﹤0.01%
14
1910
$1K ﹤0.01%
25
1911
$1K ﹤0.01%
25
1912
$1K ﹤0.01%
32
1913
$1K ﹤0.01%
50
1914
$1K ﹤0.01%
+4
1915
$1K ﹤0.01%
56
-2,281
1916
$1K ﹤0.01%
10
1917
$1K ﹤0.01%
46
1918
$1K ﹤0.01%
49
1919
$1K ﹤0.01%
+86
1920
$1K ﹤0.01%
30
1921
$1K ﹤0.01%
+94
1922
$1K ﹤0.01%
+19
1923
$1K ﹤0.01%
30
1924
$1K ﹤0.01%
55
1925
$1K ﹤0.01%
+20
75 76
77
78 79