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
576
$42K 0.01%
711
577
$42K 0.01%
4,524
+869
578
$42K 0.01%
+2,300
579
$42K 0.01%
1,588
+1,110
580
$41K 0.01%
715
581
$41K 0.01%
5,877
+75
582
$41K 0.01%
898
+127
583
$41K 0.01%
533
+2
584
$41K 0.01%
925
+351
585
$41K 0.01%
2,548
586
$40K 0.01%
2,029
+913
587
$40K 0.01%
490
-31
588
$40K 0.01%
1,038
+20
589
$40K 0.01%
43
+17
590
$40K 0.01%
+3,616
591
$40K 0.01%
429
+276
592
$40K 0.01%
744
-52
593
$40K 0.01%
453
+126
594
$39K 0.01%
107
+39
595
$39K 0.01%
969
+702
596
$39K 0.01%
1,639
+573
597
$39K 0.01%
354
+6
598
$39K 0.01%
164
+159
599
$39K 0.01%
473
+55
600
$39K 0.01%
1,431
+111
22 23
24
25 26