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
551
$46K 0.01%
541
+400
552
$46K 0.01%
849
-9
553
$46K 0.01%
4,400
554
$46K 0.01%
4,655
+718
555
$46K 0.01%
1,295
+567
556
$46K 0.01%
+1,396
557
$46K 0.01%
5,669
+4,548
558
$45K 0.01%
2,784
+288
559
$45K 0.01%
2,652
+311
560
$45K 0.01%
1,183
+1,126
561
$45K 0.01%
432
+100
562
$45K 0.01%
1,952
-2,757
563
$45K 0.01%
2,000
564
$45K 0.01%
369
+88
565
$45K 0.01%
2,017
+660
566
$45K 0.01%
1,342
+836
567
$44K 0.01%
1,080
+462
568
$44K 0.01%
1,283
+730
569
$44K 0.01%
865
+332
570
$44K 0.01%
1,349
+741
571
$44K 0.01%
1,338
+447
572
$43K 0.01%
390
+183
573
$43K 0.01%
1,644
574
$43K 0.01%
2,696
+1,679
575
$42K 0.01%
6,886
+332
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