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
301
$130K 0.02%
954
+296
302
$129K 0.02%
4,020
+723
303
$128K 0.02%
1,024
+566
304
$128K 0.02%
+2,196
305
$128K 0.02%
19,295
+4,760
306
$127K 0.02%
614
+25
307
$127K 0.02%
4,362
-1,244
308
$126K 0.02%
2,392
+427
309
$125K 0.02%
5,708
+352
310
$125K 0.02%
+4,958
311
$124K 0.02%
3,282
-505
312
$123K 0.02%
3,960
+470
313
$122K 0.02%
1,698
+877
314
$122K 0.02%
1,399
+1,009
315
$122K 0.02%
5,346
+1,786
316
$121K 0.02%
2,800
-600
317
$120K 0.02%
3,603
+318
318
$119K 0.02%
1,673
+323
319
$119K 0.02%
3,455
+929
320
$117K 0.02%
1,784
-149
321
$117K 0.02%
3,671
+2,249
322
$116K 0.02%
4,525
+825
323
$116K 0.02%
2,448
+2,301
324
$116K 0.02%
8,147
325
$115K 0.02%
+4,356
11 12
13
14 15