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
551
$158K 0.01%
466
-5
552
$157K 0.01%
2,912
-781
553
$157K 0.01%
2,281
+4
554
$157K 0.01%
1,943
+71
555
$156K 0.01%
1,690
+888
556
$156K 0.01%
8,866
+229
557
$156K 0.01%
320
+10
558
$156K 0.01%
1,170
+113
559
$156K 0.01%
1,110
+13
560
$154K 0.01%
1,430
+81
561
$154K 0.01%
1,331
-301
562
$152K 0.01%
5,066
-4,239
563
$152K 0.01%
1,004
+76
564
$151K 0.01%
1,902
+44
565
$151K 0.01%
1,271
+708
566
$150K 0.01%
4,731
+1,531
567
$149K 0.01%
973
+24
568
$148K 0.01%
3,781
+413
569
$148K 0.01%
1,283
570
$148K 0.01%
780
+8
571
$146K 0.01%
9,000
572
$146K 0.01%
4,052
-32
573
$145K 0.01%
3,423
-24,488
574
$145K 0.01%
3,964
+808
575
$144K 0.01%
5,900
+1,118
21 22
23
24 25