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
451
$69K 0.01%
1,991
+436
452
$69K 0.01%
1,674
+113
453
$69K 0.01%
1,905
+816
454
$69K 0.01%
412
+167
455
$68K 0.01%
5,968
+170
456
$68K 0.01%
2,040
+710
457
$68K 0.01%
2,845
+619
458
$68K 0.01%
2,280
459
$68K 0.01%
2,493
+1,072
460
$68K 0.01%
1,000
461
$68K 0.01%
+3,363
462
$68K 0.01%
1,373
+689
463
$67K 0.01%
87
-3
464
$67K 0.01%
1,348
-84
465
$66K 0.01%
659
+96
466
$66K 0.01%
580
-14
467
$66K 0.01%
1,780
+431
468
$66K 0.01%
569
+85
469
$66K 0.01%
2,551
+307
470
$65K 0.01%
898
+579
471
$65K 0.01%
2,096
+968
472
$65K 0.01%
954
+161
473
$65K 0.01%
3,000
474
$65K 0.01%
898
475
$64K 0.01%
1,196
+52
17 18
19
20 21