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
526
$51K 0.01%
949
+65
527
$51K 0.01%
2,854
+2,180
528
$51K 0.01%
8,769
+5,659
529
$51K 0.01%
765
+79
530
$51K 0.01%
1,041
+100
531
$51K 0.01%
3,052
532
$51K 0.01%
6,886
+2,284
533
$50K 0.01%
722
+253
534
$50K 0.01%
8,563
+4,236
535
$50K 0.01%
723
536
$50K 0.01%
1,035
+383
537
$50K 0.01%
1,743
+169
538
$50K 0.01%
6,866
+945
539
$50K 0.01%
985
+448
540
$49K 0.01%
421
-156
541
$48K 0.01%
5,070
-510
542
$48K 0.01%
717
+324
543
$48K 0.01%
916
+196
544
$48K 0.01%
380
+110
545
$47K 0.01%
3,550
546
$47K 0.01%
305
547
$47K 0.01%
435
+72
548
$47K 0.01%
1,723
-434
549
$47K 0.01%
421
550
$46K 0.01%
5,000
20 21
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