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
476
$64K 0.01%
2,309
+532
477
$64K 0.01%
567
-469
478
$63K 0.01%
450
+11
479
$62K 0.01%
1,420
+20
480
$62K 0.01%
4,361
-122
481
$62K 0.01%
1,141
+566
482
$62K 0.01%
923
+640
483
$62K 0.01%
1,683
+213
484
$62K 0.01%
1,295
+285
485
$62K 0.01%
1,565
+1,450
486
$62K 0.01%
+2,728
487
$61K 0.01%
4,951
+2,499
488
$60K 0.01%
1,416
+258
489
$60K 0.01%
458
+77
490
$60K 0.01%
2,035
+1,721
491
$59K 0.01%
472
+50
492
$59K 0.01%
535
+34
493
$59K 0.01%
1,592
-20
494
$59K 0.01%
1,203
+590
495
$59K 0.01%
479
+164
496
$58K 0.01%
766
+170
497
$58K 0.01%
612
+379
498
$58K 0.01%
5,552
+4,308
499
$58K 0.01%
2,597
+35
500
$58K 0.01%
+3,870
18 19
20
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