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
1926
$1K ﹤0.01%
30
1927
$1K ﹤0.01%
36
1928
$1K ﹤0.01%
25
1929
$1K ﹤0.01%
14
1930
$1K ﹤0.01%
58
-236
1931
$1K ﹤0.01%
58
1932
$1K ﹤0.01%
65
-6
1933
$1K ﹤0.01%
12
1934
$1K ﹤0.01%
113
-1,814
1935
$1K ﹤0.01%
44
1936
$1K ﹤0.01%
+11
1937
$1K ﹤0.01%
47
1938
$1K ﹤0.01%
14
1939
$1K ﹤0.01%
+13
1940
$1K ﹤0.01%
+49
1941
$1K ﹤0.01%
16
1942
$1K ﹤0.01%
+35
1943
$1K ﹤0.01%
103
1944
$1K ﹤0.01%
+23
1945
$1K ﹤0.01%
20
1946
$1K ﹤0.01%
8
1947
$1K ﹤0.01%
11
1948
$1K ﹤0.01%
47
1949
$1K ﹤0.01%
20
1950
$1K ﹤0.01%
+13
76 77
78
79 80