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
501
$57K 0.01%
2,747
+756
502
$57K 0.01%
301
+154
503
$57K 0.01%
+1,770
504
$57K 0.01%
1,327
+403
505
$57K 0.01%
818
+402
506
$56K 0.01%
8,249
+1,774
507
$56K 0.01%
7,064
-1,614
508
$56K 0.01%
1,118
-83
509
$55K 0.01%
1,404
+1,110
510
$55K 0.01%
5,282
511
$55K 0.01%
1,689
+124
512
$55K 0.01%
1,164
+817
513
$55K 0.01%
10,000
514
$54K 0.01%
9,124
+1,398
515
$54K 0.01%
+1,753
516
$54K 0.01%
1,114
+345
517
$54K 0.01%
699
518
$54K 0.01%
10,856
+2,191
519
$53K 0.01%
364
+7
520
$53K 0.01%
345
+150
521
$52K 0.01%
6,000
522
$52K 0.01%
11,142
+1,635
523
$52K 0.01%
11,690
+3,187
524
$52K 0.01%
3,942
+343
525
$51K 0.01%
713
+220
19 20
21
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