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
651
$33K ﹤0.01%
184
-14
652
$33K ﹤0.01%
481
+70
653
$33K ﹤0.01%
416
+7
654
$32K ﹤0.01%
1,517
655
$32K ﹤0.01%
2,281
656
$32K ﹤0.01%
77
657
$32K ﹤0.01%
602
-1,289
658
$32K ﹤0.01%
303
+50
659
$32K ﹤0.01%
1,430
660
$32K ﹤0.01%
2,355
+570
661
$32K ﹤0.01%
+774
662
$32K ﹤0.01%
593
+267
663
$31K ﹤0.01%
2,393
664
$31K ﹤0.01%
1,285
+478
665
$31K ﹤0.01%
+920
666
$31K ﹤0.01%
3,063
-8,139
667
$31K ﹤0.01%
1,035
+600
668
$31K ﹤0.01%
385
669
$31K ﹤0.01%
586
+67
670
$31K ﹤0.01%
329
+101
671
$31K ﹤0.01%
77
+5
672
$31K ﹤0.01%
474
673
$31K ﹤0.01%
1,003
-3,399
674
$31K ﹤0.01%
+1,102
675
$31K ﹤0.01%
488
+247
25 26
27
28 29