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
2026
$1K ﹤0.01%
30
-83
2027
$1K ﹤0.01%
480
-1
2028
$1K ﹤0.01%
+109
2029
$1K ﹤0.01%
12
2030
$1K ﹤0.01%
19
2031
$1K ﹤0.01%
10
-11
2032
$1K ﹤0.01%
55
2033
$1K ﹤0.01%
886
+443
2034
$1K ﹤0.01%
+52
2035
$1K ﹤0.01%
75
2036
$1K ﹤0.01%
31
2037
$1K ﹤0.01%
43
2038
$1K ﹤0.01%
50
2039
$1K ﹤0.01%
46
2040
$1K ﹤0.01%
+63
2041
$1K ﹤0.01%
23
2042
$1K ﹤0.01%
11
2043
$1K ﹤0.01%
5
2044
$1K ﹤0.01%
46
2045
$1K ﹤0.01%
129
-7,828
2046
$1K ﹤0.01%
32
2047
$1K ﹤0.01%
112
2048
$1K ﹤0.01%
30
2049
$1K ﹤0.01%
18
-31
2050
$1K ﹤0.01%
20
80 81
82
83 84