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
376
$95K 0.01%
2,470
+604
377
$94K 0.01%
3,340
+352
378
$94K 0.01%
1,027
+28
379
$94K 0.01%
921
-162
380
$93K 0.01%
3,446
-13,604
381
$92K 0.01%
2,366
+894
382
$92K 0.01%
1,968
+1,179
383
$92K 0.01%
27,245
+8,214
384
$92K 0.01%
1,002
+331
385
$92K 0.01%
2,070
+183
386
$91K 0.01%
6,717
+2,571
387
$91K 0.01%
4,700
388
$90K 0.01%
857
+504
389
$90K 0.01%
405
+324
390
$90K 0.01%
2,107
-227
391
$89K 0.01%
4,284
+920
392
$89K 0.01%
1,021
+32
393
$88K 0.01%
2,060
+93
394
$88K 0.01%
865
+24
395
$88K 0.01%
6,000
396
$87K 0.01%
865
+150
397
$87K 0.01%
5,855
+2,035
398
$87K 0.01%
1,335
-909
399
$87K 0.01%
707
+62
400
$87K 0.01%
1,267
+657
14 15
16
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