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
2051
$1K ﹤0.01%
73
-744
2052
$1K ﹤0.01%
17
2053
$1K ﹤0.01%
9
2054
$1K ﹤0.01%
66
2055
$1K ﹤0.01%
6
-10
2056
$1K ﹤0.01%
40
2057
$1K ﹤0.01%
66
2058
$1K ﹤0.01%
38
2059
$1K ﹤0.01%
+70
2060
$1K ﹤0.01%
25
2061
$1K ﹤0.01%
51
-12
2062
$1K ﹤0.01%
55
-200
2063
$1K ﹤0.01%
+46
2064
$1K ﹤0.01%
27
2065
$1K ﹤0.01%
33
2066
$1K ﹤0.01%
+19
2067
$1K ﹤0.01%
22
2068
$1K ﹤0.01%
17
2069
$1K ﹤0.01%
+24
2070
$1K ﹤0.01%
14
-13
2071
$1K ﹤0.01%
41
2072
$1K ﹤0.01%
8
-8
2073
$1K ﹤0.01%
97
2074
$1K ﹤0.01%
76
2075
$1K ﹤0.01%
9
81 82
83
84 85