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
276
$153K 0.02%
3,249
+2,288
277
$151K 0.02%
630
+84
278
$151K 0.02%
1,314
+7
279
$151K 0.02%
1,239
+211
280
$150K 0.02%
2,070
-103
281
$150K 0.02%
3,184
+1,325
282
$149K 0.02%
2,577
+1,451
283
$145K 0.02%
399
+19
284
$145K 0.02%
3,173
+1,266
285
$144K 0.02%
1,120
+9
286
$141K 0.02%
727
+242
287
$140K 0.02%
518
+35
288
$139K 0.02%
+2,049
289
$138K 0.02%
4,034
-43
290
$138K 0.02%
6,625
+3,520
291
$137K 0.02%
2,142
-47
292
$137K 0.02%
3,296
+1,656
293
$136K 0.02%
3,134
+486
294
$136K 0.02%
11,059
295
$136K 0.02%
2,152
-130
296
$133K 0.02%
1,557
-53
297
$133K 0.02%
10,082
+2,393
298
$132K 0.02%
1,220
+320
299
$131K 0.02%
4,941
-1,544
300
$131K 0.02%
7,500
10 11
12
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