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
601
$39K 0.01%
449
+93
602
$38K 0.01%
341
+206
603
$38K 0.01%
4,618
-6,234
604
$38K 0.01%
501
-18
605
$38K 0.01%
599
-64
606
$38K 0.01%
3,000
607
$38K 0.01%
1,528
+7
608
$37K 0.01%
680
+435
609
$37K 0.01%
503
610
$37K 0.01%
498
+486
611
$37K 0.01%
2,000
612
$37K 0.01%
800
613
$37K 0.01%
730
+5
614
$37K 0.01%
2,046
+120
615
$37K 0.01%
285
616
$37K 0.01%
445
617
$36K 0.01%
625
+463
618
$36K 0.01%
949
619
$36K 0.01%
447
+20
620
$36K 0.01%
2,127
+503
621
$36K 0.01%
396
+3
622
$36K 0.01%
881
+645
623
$36K 0.01%
3,421
624
$36K 0.01%
1,504
+341
625
$36K 0.01%
1,690
-1,244
23 24
25
26 27