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
1976
$1K ﹤0.01%
+24
1977
$1K ﹤0.01%
14
-13
1978
$1K ﹤0.01%
41
1979
$1K ﹤0.01%
8
-8
1980
$1K ﹤0.01%
97
1981
$1K ﹤0.01%
76
1982
$1K ﹤0.01%
9
1983
$1K ﹤0.01%
+38
1984
$1K ﹤0.01%
32
1985
$1K ﹤0.01%
+56
1986
$1K ﹤0.01%
21
1987
$1K ﹤0.01%
9
1988
$1K ﹤0.01%
30
1989
$1K ﹤0.01%
14
1990
$1K ﹤0.01%
25
1991
$1K ﹤0.01%
25
1992
$1K ﹤0.01%
32
1993
$1K ﹤0.01%
50
1994
$1K ﹤0.01%
+4
1995
$1K ﹤0.01%
56
-2,281
1996
$1K ﹤0.01%
10
1997
$1K ﹤0.01%
46
1998
$1K ﹤0.01%
49
1999
$1K ﹤0.01%
+86
2000
$1K ﹤0.01%
30
78 79
80
81 82