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
1901
$2K ﹤0.01%
+125
1902
$1K ﹤0.01%
+69
1903
$1K ﹤0.01%
66
1904
$1K ﹤0.01%
26
1905
$1K ﹤0.01%
32
1906
$1K ﹤0.01%
124
1907
$1K ﹤0.01%
38
1908
$1K ﹤0.01%
35
1909
$1K ﹤0.01%
12
1910
$1K ﹤0.01%
608
+304
1911
$1K ﹤0.01%
227
1912
$1K ﹤0.01%
+19
1913
$1K ﹤0.01%
11
1914
$1K ﹤0.01%
5
1915
$1K ﹤0.01%
46
1916
$1K ﹤0.01%
129
-7,828
1917
$1K ﹤0.01%
+30
1918
$1K ﹤0.01%
+12
1919
$1K ﹤0.01%
20
1920
$1K ﹤0.01%
+17
1921
$1K ﹤0.01%
44
-556
1922
$1K ﹤0.01%
58
1923
$1K ﹤0.01%
19
1924
$1K ﹤0.01%
72
-57
1925
$1K ﹤0.01%
+50
75 76
77
78 79