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
426
$75K 0.01%
3,639
+141
427
$74K 0.01%
17,225
+391
428
$74K 0.01%
1,932
+906
429
$74K 0.01%
6,813
+5,542
430
$74K 0.01%
2,455
431
$74K 0.01%
668
+163
432
$74K 0.01%
17,562
-9,016
433
$74K 0.01%
5,641
+2,625
434
$73K 0.01%
2,224
+296
435
$72K 0.01%
3,200
436
$72K 0.01%
3,731
437
$72K 0.01%
39,819
+11,942
438
$71K 0.01%
2,315
+880
439
$71K 0.01%
584
+43
440
$71K 0.01%
+4,712
441
$71K 0.01%
1,838
+324
442
$71K 0.01%
2,572
+208
443
$71K 0.01%
1,364
+230
444
$70K 0.01%
9,125
445
$70K 0.01%
864
+178
446
$70K 0.01%
247
-110
447
$69K 0.01%
1,805
+696
448
$69K 0.01%
892
+488
449
$69K 0.01%
1,061
+128
450
$69K 0.01%
1,259
+156
16 17
18
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