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
26
$2.38M 0.35%
55,854
-152
27
$2.27M 0.33%
23,386
+501
28
$2.23M 0.33%
35,226
+3,117
29
$2.12M 0.31%
14,907
+1,556
30
$2.08M 0.3%
+180,500
31
$2.04M 0.3%
15,451
-1,964
32
$1.87M 0.27%
38,356
-1,498,236
33
$1.82M 0.27%
20,290
+3,476
34
$1.81M 0.26%
16,636
+2,297
35
$1.7M 0.25%
113,544
-10,107
36
$1.68M 0.25%
29,216
+3,690
37
$1.61M 0.24%
+123,678
38
$1.53M 0.22%
10,069
+859
39
$1.37M 0.2%
10,890
+8,606
40
$1.3M 0.19%
28,671
-320,928
41
$1.27M 0.19%
40,195
+16,778
42
$1.18M 0.17%
11,476
+3,678
43
$1.15M 0.17%
22,040
+8,332
44
$1.1M 0.16%
25,228
+1,524
45
$1.04M 0.15%
17,515
+3,139
46
$1.04M 0.15%
21,165
-3,345
47
$1.04M 0.15%
33,752
+15,042
48
$1M 0.15%
15,050
+5,148
49
$999K 0.15%
26,300
+100
50
$978K 0.14%
25,900
+3,797
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