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
$1.35B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,368
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$15.7M
3
+$8.08M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.01M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.14M

Top Sells

1
+$43.8M
2
+$7.52M
3
+$1.87M
4
STI
SunTrust Banks, Inc.
STI
+$1.33M
5
BWXT icon
BWX Technologies
BWXT
+$1.21M

Sector Composition

1 Financials 5.71%
2 Technology 5.7%
3 Consumer Staples 4.7%
4 Consumer Discretionary 4.47%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$247K 0.02%
+10,250
402
$246K 0.02%
5,455
+440
403
$246K 0.02%
13,738
+13,375
404
$245K 0.02%
2,526
+1,701
405
$244K 0.02%
30,055
+4,645
406
$242K 0.02%
4,097
-82
407
$242K 0.02%
1,462
+114
408
$242K 0.02%
2,964
-50
409
$241K 0.02%
2,688
+317
410
$240K 0.02%
4,380
+112
411
$240K 0.02%
2,674
+206
412
$238K 0.02%
3,103
+12
413
$237K 0.02%
42,699
-31
414
$237K 0.02%
15,755
+82
415
$236K 0.02%
4,680
+127
416
$236K 0.02%
2,551
+262
417
$235K 0.02%
4,516
-262
418
$235K 0.02%
3,979
-5,237
419
$230K 0.02%
4,510
-395
420
$230K 0.02%
4,394
-70
421
$230K 0.02%
3,182
+1,052
422
$230K 0.02%
16,052
+992
423
$226K 0.02%
14,235
+3,410
424
$225K 0.02%
3,978
+818
425
$225K 0.02%
2,999
+2,887
15 16
17
18 19