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
401
$87K 0.01%
954
402
$86K 0.01%
638
+293
403
$85K 0.01%
1,300
404
$84K 0.01%
1,128
+1,051
405
$84K 0.01%
31
406
$83K 0.01%
1,756
+31
407
$83K 0.01%
2,117
+62
408
$83K 0.01%
6,192
+394
409
$82K 0.01%
1,713
+115
410
$82K 0.01%
8,270
+6,543
411
$82K 0.01%
44,390
+5,699
412
$81K 0.01%
9,342
+30
413
$79K 0.01%
+2,105
414
$79K 0.01%
2,418
415
$79K 0.01%
1,208
+543
416
$77K 0.01%
2,657
+1,797
417
$77K 0.01%
1,789
+114
418
$76K 0.01%
2,322
+569
419
$76K 0.01%
4,710
+1,216
420
$75K 0.01%
1,167
+45
421
$75K 0.01%
1,971
+1,255
422
$75K 0.01%
7,620
+890
423
$75K 0.01%
4,020
+1,590
424
$75K 0.01%
1,350
425
$75K 0.01%
639
+69
15 16
17
18 19