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
$685M
AUM Growth
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,707
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$5.89M
3
+$4.88M
4
LOW icon
Lowe's Companies
LOW
+$4.58M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$72.9M
2
+$14.6M
3
+$1.28M
4
VT icon
Vanguard Total World Stock ETF
VT
+$926K
5
GAS
AGL Resources Inc
GAS
+$899K

Sector Composition

1 Consumer Staples 7.01%
2 Financials 4.96%
3 Industrials 3.98%
4 Energy 3.08%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$191K 0.03%
2,370
+102
227
$190K 0.03%
1,689
+20
228
$190K 0.03%
4,432
-68
229
$189K 0.03%
22,582
230
$189K 0.03%
3,861
-101
231
$188K 0.03%
4,037
+1,553
232
$186K 0.03%
12,916
-6,512
233
$185K 0.03%
3,710
+3,699
234
$184K 0.03%
16,572
+3,500
235
$184K 0.03%
1,005
+417
236
$183K 0.03%
5,225
+2,613
237
$183K 0.03%
1,379
+82
238
$183K 0.03%
3,826
+1,147
239
$182K 0.03%
3,068
+1,156
240
$182K 0.03%
5,718
+434
241
$181K 0.03%
2,805
-172
242
$181K 0.03%
35,781
+11,562
243
$181K 0.03%
2,920
+1,053
244
$181K 0.03%
2,949
+719
245
$180K 0.03%
+6,655
246
$179K 0.03%
2,812
+672
247
$179K 0.03%
+7,060
248
$177K 0.03%
1,740
+92
249
$176K 0.03%
2,374
+1,125
250
$176K 0.03%
1,133
+315
8 9
10
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