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
251
$176K 0.03%
1,750
+16
252
$175K 0.03%
2,042
+985
253
$174K 0.03%
1,575
+1,252
254
$170K 0.02%
5,687
+3,123
255
$170K 0.02%
6,930
+6,702
256
$170K 0.02%
2,076
+831
257
$167K 0.02%
3,825
+350
258
$166K 0.02%
3,588
+3,315
259
$165K 0.02%
9,570
+1,720
260
$165K 0.02%
2,122
+469
261
$165K 0.02%
5,420
+44
262
$165K 0.02%
4,165
+1,470
263
$164K 0.02%
5,658
+1,264
264
$163K 0.02%
2,031
+235
265
$161K 0.02%
4,902
+2,962
266
$160K 0.02%
1,650
+508
267
$159K 0.02%
1,974
+172
268
$159K 0.02%
1,199
+256
269
$159K 0.02%
1,500
270
$156K 0.02%
+4,061
271
$155K 0.02%
3,155
+400
272
$155K 0.02%
3,873
+143
273
$154K 0.02%
2,550
-4,987
274
$154K 0.02%
847
+106
275
$153K 0.02%
4,963
-30
9 10
11
12 13