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
2051
$1K ﹤0.01%
130
2052
$1K ﹤0.01%
43
2053
$1K ﹤0.01%
+35
2054
$1K ﹤0.01%
14
2055
$1K ﹤0.01%
164
-300
2056
$1K ﹤0.01%
35
-16
2057
$1K ﹤0.01%
+153
2058
$1K ﹤0.01%
+12
2059
$1K ﹤0.01%
60
2060
$1K ﹤0.01%
7
+6
2061
$1K ﹤0.01%
50
-50
2062
$1K ﹤0.01%
19
2063
$1K ﹤0.01%
11
2064
$1K ﹤0.01%
259
+50
2065
$1K ﹤0.01%
27
2066
$1K ﹤0.01%
30
2067
$1K ﹤0.01%
+65
2068
$1K ﹤0.01%
+36
2069
$1K ﹤0.01%
102
2070
$1K ﹤0.01%
137
+48
2071
$1K ﹤0.01%
22
2072
$1K ﹤0.01%
+5
2073
$1K ﹤0.01%
+20
2074
$1K ﹤0.01%
20
-36
2075
$1K ﹤0.01%
17
81 82
83
84 85