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
476
$193K 0.01%
3,072
+1,281
477
$192K 0.01%
1,727
+195
478
$191K 0.01%
1,907
+256
479
$189K 0.01%
7,863
-466
480
$186K 0.01%
4,056
+742
481
$186K 0.01%
576
-17
482
$185K 0.01%
8,506
+1,795
483
$184K 0.01%
1,728
-99
484
$184K 0.01%
3,027
-116
485
$184K 0.01%
1,140
+89
486
$183K 0.01%
2,091
+664
487
$183K 0.01%
1,942
+59
488
$182K 0.01%
3,833
-115
489
$182K 0.01%
1,919
+1,900
490
$181K 0.01%
9,600
491
$181K 0.01%
3,176
+75
492
$180K 0.01%
1,397
-210
493
$180K 0.01%
841
+253
494
$179K 0.01%
+6,100
495
$179K 0.01%
1,229
496
$179K 0.01%
3,100
-224
497
$178K 0.01%
6,131
-3,101
498
$178K 0.01%
2,122
-80
499
$177K 0.01%
6,576
+301
500
$177K 0.01%
5,784
+2,750
18 19
20
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