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 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
2026
$1K ﹤0.01%
20
2027
$1K ﹤0.01%
8
2028
$1K ﹤0.01%
11
2029
$1K ﹤0.01%
47
2030
$1K ﹤0.01%
20
2031
$1K ﹤0.01%
+13
2032
$1K ﹤0.01%
19
2033
$1K ﹤0.01%
52
2034
$1K ﹤0.01%
+41
2035
$1K ﹤0.01%
117
2036
$1K ﹤0.01%
13
2037
$1K ﹤0.01%
+19
2038
$1K ﹤0.01%
+63
2039
$1K ﹤0.01%
+73
2040
$1K ﹤0.01%
87
-59
2041
$1K ﹤0.01%
7
2042
$1K ﹤0.01%
+44
2043
$1K ﹤0.01%
13
+5
2044
$1K ﹤0.01%
45
2045
$1K ﹤0.01%
18
2046
$1K ﹤0.01%
21
2047
$1K ﹤0.01%
20
2048
$1K ﹤0.01%
25
-60
2049
$1K ﹤0.01%
74
2050
$1K ﹤0.01%
21