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
1951
$1K ﹤0.01%
+110
1952
$1K ﹤0.01%
32
1953
$1K ﹤0.01%
112
1954
$1K ﹤0.01%
30
1955
$1K ﹤0.01%
18
-31
1956
$1K ﹤0.01%
20
1957
$1K ﹤0.01%
73
-744
1958
$1K ﹤0.01%
17
1959
$1K ﹤0.01%
9
1960
$1K ﹤0.01%
66
1961
$1K ﹤0.01%
6
-10
1962
$1K ﹤0.01%
40
1963
$1K ﹤0.01%
66
1964
$1K ﹤0.01%
38
1965
$1K ﹤0.01%
+70
1966
$1K ﹤0.01%
25
1967
$1K ﹤0.01%
51
-12
1968
$1K ﹤0.01%
55
-200
1969
$1K ﹤0.01%
+63
1970
$1K ﹤0.01%
+46
1971
$1K ﹤0.01%
27
1972
$1K ﹤0.01%
33
1973
$1K ﹤0.01%
+19
1974
$1K ﹤0.01%
22
1975
$1K ﹤0.01%
17
77 78
79
80 81