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
351
$102K 0.01%
880
+277
352
$101K 0.01%
1,543
+271
353
$100K 0.01%
1,762
+723
354
$100K 0.01%
572
355
$100K 0.01%
3,380
+15
356
$100K 0.01%
857
+815
357
$100K 0.01%
538
+85
358
$100K 0.01%
2,505
+835
359
$99K 0.01%
1,253
-13
360
$99K 0.01%
7,848
+149
361
$98K 0.01%
1,444
+1,024
362
$98K 0.01%
3,398
+354
363
$98K 0.01%
5,099
+1,216
364
$98K 0.01%
773
+33
365
$98K 0.01%
1,413
+247
366
$98K 0.01%
1,391
+1,186
367
$97K 0.01%
4,350
368
$97K 0.01%
2,321
+464
369
$97K 0.01%
1,300
+373
370
$96K 0.01%
6,099
+1,010
371
$96K 0.01%
2,443
+135
372
$96K 0.01%
3,043
373
$96K 0.01%
760
+340
374
$96K 0.01%
4,700
375
$95K 0.01%
817
+184
13 14
15
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