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
626
$36K 0.01%
4,560
+1,190
627
$36K 0.01%
367
628
$36K 0.01%
748
+430
629
$36K 0.01%
636
630
$35K 0.01%
927
+324
631
$35K 0.01%
592
-490
632
$35K 0.01%
217
+49
633
$35K 0.01%
520
634
$35K 0.01%
1,015
+996
635
$35K 0.01%
673
636
$35K 0.01%
+2,400
637
$35K 0.01%
2,222
+1,469
638
$35K 0.01%
817
+732
639
$35K 0.01%
28
+18
640
$34K 0.01%
502
+345
641
$34K 0.01%
2,408
+833
642
$34K 0.01%
1,926
-133
643
$34K 0.01%
300
644
$34K 0.01%
578
+400
645
$34K 0.01%
574
+396
646
$34K 0.01%
1,281
+584
647
$34K 0.01%
697
+182
648
$33K ﹤0.01%
519
-706
649
$33K ﹤0.01%
1,552
+1,111
650
$33K ﹤0.01%
1,128
+360
24 25
26
27 28